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
951
$5K ﹤0.01%
+56
952
$5K ﹤0.01%
+552
953
$5K ﹤0.01%
+159
954
$5K ﹤0.01%
+625
955
$5K ﹤0.01%
+54
956
$5K ﹤0.01%
+45
957
$5K ﹤0.01%
+33
958
$5K ﹤0.01%
+169
959
$5K ﹤0.01%
+71
960
$5K ﹤0.01%
+202
961
$5K ﹤0.01%
+83
962
$5K ﹤0.01%
+183
963
$5K ﹤0.01%
+169
964
$5K ﹤0.01%
+119
965
$5K ﹤0.01%
+10
966
$5K ﹤0.01%
+229
967
$5K ﹤0.01%
+47
968
$5K ﹤0.01%
+68
969
$5K ﹤0.01%
+161
970
$5K ﹤0.01%
+50
971
$5K ﹤0.01%
+64
972
$5K ﹤0.01%
+208
973
$5K ﹤0.01%
+729
974
$5K ﹤0.01%
+79
975
$5K ﹤0.01%
+153
37 38
39
40 41