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
776
$8K ﹤0.01%
+105
777
$8K ﹤0.01%
+222
778
$8K ﹤0.01%
+49
779
$8K ﹤0.01%
+46
780
$8K ﹤0.01%
+57
781
$8K ﹤0.01%
+217
782
$8K ﹤0.01%
+107
783
$8K ﹤0.01%
+237
784
$8K ﹤0.01%
+109
785
$8K ﹤0.01%
+529
786
$8K ﹤0.01%
+108
787
$8K ﹤0.01%
+70
788
$8K ﹤0.01%
+79
789
$8K ﹤0.01%
+194
790
$8K ﹤0.01%
+29
791
$8K ﹤0.01%
+264
792
$8K ﹤0.01%
+27
793
$8K ﹤0.01%
+172
794
$8K ﹤0.01%
+75
795
$8K ﹤0.01%
+85
796
$8K ﹤0.01%
+115
797
$8K ﹤0.01%
+179
798
$8K ﹤0.01%
+130
799
$8K ﹤0.01%
+143
800
$8K ﹤0.01%
+161
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