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
851
$8K ﹤0.01%
104
+18
852
$8K ﹤0.01%
183
+47
853
$8K ﹤0.01%
27
854
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83
+15
855
$8K ﹤0.01%
76
+23
856
$8K ﹤0.01%
468
-358
857
$8K ﹤0.01%
530
+247
858
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100
+15
859
$8K ﹤0.01%
112
+13
860
$8K ﹤0.01%
118
+3
861
$8K ﹤0.01%
97
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862
$8K ﹤0.01%
163
+16
863
$8K ﹤0.01%
111
+12
864
$8K ﹤0.01%
222
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865
$8K ﹤0.01%
77
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866
$8K ﹤0.01%
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867
$8K ﹤0.01%
143
868
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161
869
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240
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870
$8K ﹤0.01%
215
871
$8K ﹤0.01%
35
+15
872
$8K ﹤0.01%
73
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873
$8K ﹤0.01%
148
874
$8K ﹤0.01%
165
+7
875
$7K ﹤0.01%
148
+14
33 34
35
36 37