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
751
$9K ﹤0.01%
+91
752
$9K ﹤0.01%
+31
753
$9K ﹤0.01%
+110
754
$9K ﹤0.01%
+254
755
$9K ﹤0.01%
+33
756
$8K ﹤0.01%
+81
757
$8K ﹤0.01%
+133
758
$8K ﹤0.01%
+63
759
$8K ﹤0.01%
+107
760
$8K ﹤0.01%
+117
761
$8K ﹤0.01%
+138
762
$8K ﹤0.01%
+45
763
$8K ﹤0.01%
+155
764
$8K ﹤0.01%
+250
765
$8K ﹤0.01%
+176
766
$8K ﹤0.01%
+5
767
$8K ﹤0.01%
+214
768
$8K ﹤0.01%
+65
769
$8K ﹤0.01%
+99
770
$8K ﹤0.01%
+124
771
$8K ﹤0.01%
+77
772
$8K ﹤0.01%
+81
773
$8K ﹤0.01%
+49
774
$8K ﹤0.01%
+51
775
$8K ﹤0.01%
+148
29 30
31
32 33