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
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.44M
3
+$2.57M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.53M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.93M

Top Sells

1
+$971K
2
+$914K
3
+$732K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$248K
5
VT icon
Vanguard Total World Stock ETF
VT
+$192K

Sector Composition

1 Technology 13.82%
2 Financials 3.68%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$942K 0.24%
2,423
+135
52
$876K 0.22%
18,111
53
$861K 0.22%
12,018
-410
54
$828K 0.21%
3,575
+381
55
$826K 0.21%
2,014
56
$800K 0.2%
4,040
57
$793K 0.2%
30,690
-199
58
$729K 0.18%
13,977
+55
59
$711K 0.18%
2,252
+119
60
$672K 0.17%
2,580
-15
61
$672K 0.17%
3,436
62
$664K 0.17%
861
+3
63
$614K 0.15%
5,523
-128
64
$582K 0.15%
994
+16
65
$569K 0.14%
1,126
+63
66
$560K 0.14%
9,003
+321
67
$542K 0.14%
2,624
68
$527K 0.13%
10,056
+10
69
$520K 0.13%
1,860
70
$513K 0.13%
11,685
+611
71
$513K 0.13%
3,060
+125
72
$509K 0.13%
2,316
+163
73
$508K 0.13%
1,738
+40
74
$487K 0.12%
8,757
-53
75
$481K 0.12%
1,623
+53
1 2
3
4 5