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
926
$5K ﹤0.01%
+180
927
$5K ﹤0.01%
+334
928
$5K ﹤0.01%
+354
929
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+142
930
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+47
931
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+193
932
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+251
933
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+122
934
$5K ﹤0.01%
+68
935
$5K ﹤0.01%
+105
936
$5K ﹤0.01%
+45
937
$5K ﹤0.01%
+55
938
$5K ﹤0.01%
+61
939
$5K ﹤0.01%
+23
940
$5K ﹤0.01%
+19
941
$5K ﹤0.01%
+34
942
$5K ﹤0.01%
+80
943
$5K ﹤0.01%
+31
944
$5K ﹤0.01%
+87
945
$5K ﹤0.01%
+370
946
$5K ﹤0.01%
+32
947
$5K ﹤0.01%
+12
948
$5K ﹤0.01%
+19
949
$5K ﹤0.01%
+305
950
$5K ﹤0.01%
+178
36 37
38
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