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
776
$10K ﹤0.01%
112
+10
777
$10K ﹤0.01%
308
+3
778
$10K ﹤0.01%
287
+24
779
$10K ﹤0.01%
166
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780
$10K ﹤0.01%
49
+18
781
$10K ﹤0.01%
76
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782
$10K ﹤0.01%
299
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783
$10K ﹤0.01%
101
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784
$10K ﹤0.01%
227
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785
$10K ﹤0.01%
539
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786
$10K ﹤0.01%
99
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787
$9K ﹤0.01%
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788
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187
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789
$9K ﹤0.01%
341
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$9K ﹤0.01%
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795
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$9K ﹤0.01%
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$9K ﹤0.01%
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799
$9K ﹤0.01%
132
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$9K ﹤0.01%
61
+13
30 31
32
33 34