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
826
$8K ﹤0.01%
97
+32
827
$8K ﹤0.01%
165
+69
828
$8K ﹤0.01%
270
+98
829
$8K ﹤0.01%
56
+15
830
$8K ﹤0.01%
158
+57
831
$8K ﹤0.01%
176
+62
832
$8K ﹤0.01%
117
833
$8K ﹤0.01%
247
+67
834
$8K ﹤0.01%
+185
835
$8K ﹤0.01%
432
+98
836
$8K ﹤0.01%
182
+27
837
$8K ﹤0.01%
165
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838
$8K ﹤0.01%
106
+8
839
$8K ﹤0.01%
191
+49
840
$8K ﹤0.01%
102
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841
$8K ﹤0.01%
38
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842
$8K ﹤0.01%
293
+54
843
$8K ﹤0.01%
66
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844
$8K ﹤0.01%
217
845
$8K ﹤0.01%
244
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846
$8K ﹤0.01%
69
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847
$8K ﹤0.01%
144
+57
848
$8K ﹤0.01%
60
-2
849
$8K ﹤0.01%
241
+80
850
$8K ﹤0.01%
73
+28
32 33
34
35 36