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
826
$7K ﹤0.01%
+81
827
$7K ﹤0.01%
+32
828
$7K ﹤0.01%
+97
829
$7K ﹤0.01%
+53
830
$7K ﹤0.01%
+96
831
$7K ﹤0.01%
+49
832
$7K ﹤0.01%
+112
833
$7K ﹤0.01%
+63
834
$7K ﹤0.01%
+54
835
$7K ﹤0.01%
+87
836
$7K ﹤0.01%
+115
837
$7K ﹤0.01%
+53
838
$7K ﹤0.01%
+306
839
$7K ﹤0.01%
+30
840
$7K ﹤0.01%
+53
841
$7K ﹤0.01%
+32
842
$7K ﹤0.01%
+119
843
$7K ﹤0.01%
+187
844
$7K ﹤0.01%
+97
845
$7K ﹤0.01%
+100
846
$7K ﹤0.01%
+86
847
$7K ﹤0.01%
+106
848
$7K ﹤0.01%
+48
849
$6K ﹤0.01%
+64
850
$6K ﹤0.01%
+190
32 33
34
35 36