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
801
$7K ﹤0.01%
+134
802
$7K ﹤0.01%
+74
803
$7K ﹤0.01%
+104
804
$7K ﹤0.01%
+42
805
$7K ﹤0.01%
+77
806
$7K ﹤0.01%
+144
807
$7K ﹤0.01%
+88
808
$7K ﹤0.01%
+20
809
$7K ﹤0.01%
+98
810
$7K ﹤0.01%
+257
811
$7K ﹤0.01%
+16
812
$7K ﹤0.01%
+53
813
$7K ﹤0.01%
+30
814
$7K ﹤0.01%
+33
815
$7K ﹤0.01%
+584
816
$7K ﹤0.01%
+90
817
$7K ﹤0.01%
+82
818
$7K ﹤0.01%
+34
819
$7K ﹤0.01%
+40
820
$7K ﹤0.01%
+94
821
$7K ﹤0.01%
+147
822
$7K ﹤0.01%
+99
823
$7K ﹤0.01%
+124
824
$7K ﹤0.01%
+215
825
$7K ﹤0.01%
+77
31 32
33
34 35