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
901
$6K ﹤0.01%
+68
902
$6K ﹤0.01%
+152
903
$6K ﹤0.01%
+144
904
$6K ﹤0.01%
+127
905
$6K ﹤0.01%
+260
906
$6K ﹤0.01%
+192
907
$6K ﹤0.01%
+61
908
$6K ﹤0.01%
+66
909
$6K ﹤0.01%
+479
910
$5K ﹤0.01%
+317
911
$5K ﹤0.01%
+89
912
$5K ﹤0.01%
+214
913
$5K ﹤0.01%
+76
914
$5K ﹤0.01%
+172
915
$5K ﹤0.01%
+54
916
$5K ﹤0.01%
+20
917
$5K ﹤0.01%
+13
918
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+41
919
$5K ﹤0.01%
+88
920
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+73
921
$5K ﹤0.01%
+101
922
$5K ﹤0.01%
+310
923
$5K ﹤0.01%
+52
924
$5K ﹤0.01%
+114
925
$5K ﹤0.01%
+79
35 36
37
38 39