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
901
$7K ﹤0.01%
42
+8
902
$7K ﹤0.01%
130
+11
903
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79
904
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46
+14
905
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-1
906
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907
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93
+29
908
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+47
909
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201
+92
910
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+10
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24
+3
913
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30
914
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292
-292
915
$7K ﹤0.01%
773
+148
916
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265
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917
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107
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918
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40
919
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920
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193
+40
921
$7K ﹤0.01%
41
+5
922
$7K ﹤0.01%
107
+44
923
$7K ﹤0.01%
76
+15
924
$7K ﹤0.01%
58
+27
925
$6K ﹤0.01%
152
35 36
37
38 39