HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
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
726
$9K ﹤0.01%
+71
727
$9K ﹤0.01%
+36
728
$9K ﹤0.01%
+67
729
$9K ﹤0.01%
+100
730
$9K ﹤0.01%
+341
731
$9K ﹤0.01%
+37
732
$9K ﹤0.01%
+414
733
$9K ﹤0.01%
+85
734
$9K ﹤0.01%
+156
735
$9K ﹤0.01%
+23
736
$9K ﹤0.01%
+94
737
$9K ﹤0.01%
+401
738
$9K ﹤0.01%
+154
739
$9K ﹤0.01%
+112
740
$9K ﹤0.01%
+145
741
$9K ﹤0.01%
+12
742
$9K ﹤0.01%
+185
743
$9K ﹤0.01%
+94
744
$9K ﹤0.01%
+99
745
$9K ﹤0.01%
+114
746
$9K ﹤0.01%
+254
747
$9K ﹤0.01%
+263
748
$9K ﹤0.01%
+289
749
$9K ﹤0.01%
+62
750
$9K ﹤0.01%
+51
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