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
926
$6K ﹤0.01%
27
+8
927
$6K ﹤0.01%
93
-11
928
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190
929
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269
+55
930
$6K ﹤0.01%
79
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931
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239
-107
932
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933
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277
934
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157
+21
935
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60
+7
936
$6K ﹤0.01%
158
937
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226
+24
938
$6K ﹤0.01%
74
+16
939
$6K ﹤0.01%
101
+18
940
$6K ﹤0.01%
52
+22
941
$6K ﹤0.01%
145
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942
$6K ﹤0.01%
91
+7
943
$6K ﹤0.01%
+68
944
$6K ﹤0.01%
21
945
$6K ﹤0.01%
455
+101
946
$6K ﹤0.01%
39
+12
947
$6K ﹤0.01%
41
+10
948
$6K ﹤0.01%
69
+14
949
$6K ﹤0.01%
149
+27
950
$6K ﹤0.01%
94
+26
36 37
38
39 40