HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$7.51M
3
+$4.21M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.04M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.38M

Top Sells

1
+$601K
2
+$536K
3
+$512K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$466K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$463K

Sector Composition

1 Technology 13.29%
2 Financials 3.51%
3 Healthcare 3.42%
4 Consumer Discretionary 2.43%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$900K 0.24%
2,288
-127
52
$883K 0.24%
18,111
-27
53
$830K 0.22%
2,595
+62
54
$825K 0.22%
30,889
55
$803K 0.22%
4,040
56
$774K 0.21%
13,922
+2,488
57
$771K 0.21%
2,014
58
$711K 0.19%
858
-33
59
$701K 0.19%
2,809
-370
60
$667K 0.18%
3,436
61
$618K 0.17%
2,133
+109
62
$599K 0.16%
1,063
-316
63
$556K 0.15%
978
+130
64
$551K 0.15%
10,046
+606
65
$543K 0.15%
5,651
+1,313
66
$542K 0.15%
3,194
+424
67
$537K 0.14%
8,682
+2,827
68
$531K 0.14%
2,624
+168
69
$496K 0.13%
1,860
70
$491K 0.13%
1,698
-55
71
$486K 0.13%
2,386
-105
72
$484K 0.13%
2,935
-24
73
$481K 0.13%
8,810
-34
74
$463K 0.12%
11,074
-1,043
75
$462K 0.12%
3,955
-685
1 2
3
4 5