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
876
$7K ﹤0.01%
78
+4
877
$7K ﹤0.01%
111
+33
878
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200
+92
879
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43
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32
881
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882
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103
-35
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884
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885
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+2
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17
+2
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182
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890
$7K ﹤0.01%
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893
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42
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895
$7K ﹤0.01%
63
896
$7K ﹤0.01%
141
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897
$7K ﹤0.01%
86
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898
$7K ﹤0.01%
87
899
$7K ﹤0.01%
218
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900
$7K ﹤0.01%
234
+42
34 35
36
37 38