HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.71M
3
+$1.96M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.89M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.31M

Top Sells

1
+$2.21M
2
+$1.72M
3
+$1.38M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.22M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.64%
3 Financials 2.96%
4 Consumer Discretionary 1.71%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.17%
12,018
-653
77
$448K 0.16%
855
-2,089
78
$448K 0.16%
+16,470
79
$435K 0.16%
2,386
-82
80
$433K 0.16%
1,731
-1
81
$432K 0.16%
36,527
82
$418K 0.15%
2,468
-2,239
83
$417K 0.15%
2,180
-617
84
$399K 0.14%
4,278
+85
85
$393K 0.14%
+1,983
86
$364K 0.13%
3,291
87
$358K 0.13%
3,442
88
$346K 0.13%
2,610
-220
89
$346K 0.13%
1,518
-44
90
$346K 0.13%
3,162
-41
91
$317K 0.11%
6,346
+764
92
$311K 0.11%
1,101
-38
93
$286K 0.1%
294
-18
94
$276K 0.1%
6,366
+49
95
$272K 0.1%
1,349
96
$266K 0.1%
4,414
-245
97
$255K 0.09%
437
+25
98
$254K 0.09%
1,726
99
$253K 0.09%
1,280
-260
100
$245K 0.09%
+1,190
1 2 3
4
5