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
751
$11K ﹤0.01%
79
+37
752
$10K ﹤0.01%
130
+40
753
$10K ﹤0.01%
89
+14
754
$10K ﹤0.01%
+230
755
$10K ﹤0.01%
84
+13
756
$10K ﹤0.01%
119
+22
757
$10K ﹤0.01%
136
-6
758
$10K ﹤0.01%
293
+4
759
$10K ﹤0.01%
115
+38
760
$10K ﹤0.01%
85
-1
761
$10K ﹤0.01%
117
+26
762
$10K ﹤0.01%
46
+12
763
$10K ﹤0.01%
174
+36
764
$10K ﹤0.01%
368
+117
765
$10K ﹤0.01%
54
-7
766
$10K ﹤0.01%
337
+80
767
$10K ﹤0.01%
59
+22
768
$10K ﹤0.01%
135
-103
769
$10K ﹤0.01%
6
770
$10K ﹤0.01%
36
+7
771
$10K ﹤0.01%
153
+7
772
$10K ﹤0.01%
142
+6
773
$10K ﹤0.01%
87
+4
774
$10K ﹤0.01%
+122
775
$10K ﹤0.01%
114
+47
29 30
31
32 33