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
$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
726
$11K ﹤0.01%
111
+23
727
$11K ﹤0.01%
154
-4
728
$11K ﹤0.01%
251
+123
729
$11K ﹤0.01%
42
+18
730
$11K ﹤0.01%
115
+48
731
$11K ﹤0.01%
+266
732
$11K ﹤0.01%
26
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733
$11K ﹤0.01%
342
+3
734
$11K ﹤0.01%
373
-3
735
$11K ﹤0.01%
107
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736
$11K ﹤0.01%
177
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737
$11K ﹤0.01%
158
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738
$11K ﹤0.01%
42
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739
$11K ﹤0.01%
120
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740
$11K ﹤0.01%
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741
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742
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743
$11K ﹤0.01%
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744
$11K ﹤0.01%
112
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745
$11K ﹤0.01%
247
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746
$11K ﹤0.01%
234
747
$11K ﹤0.01%
150
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748
$11K ﹤0.01%
156
749
$11K ﹤0.01%
53
-4
750
$11K ﹤0.01%
72
-10
28 29
30
31 32