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
$259M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$3.14M
3
+$1.34M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$877K
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$871K

Top Sells

1
+$428K
2
+$389K
3
+$378K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$352K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$292K

Sector Composition

1 Technology 15.16%
2 Healthcare 4.18%
3 Financials 3.71%
4 Consumer Discretionary 1.68%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.15%
+1,703
77
$385K 0.15%
2,456
78
$382K 0.15%
2,468
+220
79
$362K 0.14%
3,291
80
$357K 0.14%
4,193
+56
81
$338K 0.13%
1,139
82
$332K 0.13%
1,540
+31
83
$323K 0.12%
3,442
84
$319K 0.12%
3,203
85
$316K 0.12%
2,830
-40
86
$298K 0.12%
+6,045
87
$293K 0.11%
1,562
88
$282K 0.11%
5,582
+108
89
$277K 0.11%
6,317
-630
90
$277K 0.11%
2,766
-289
91
$274K 0.11%
+5,586
92
$269K 0.1%
+593
93
$257K 0.1%
+2,807
94
$253K 0.1%
2,301
95
$245K 0.09%
4,659
+297
96
$239K 0.09%
+1,726
97
$236K 0.09%
+312
98
$219K 0.08%
412
-30
99
$211K 0.08%
+5,254
100
$207K 0.08%
+2,000
1 2 3
4
5