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
$297M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.61M
3
+$2.57M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.49M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.98M

Top Sells

1
+$1.06M
2
+$846K
3
+$844K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$810K
5
VTV icon
Vanguard Value ETF
VTV
+$494K

Sector Composition

1 Technology 14.69%
2 Healthcare 3.17%
3 Financials 2.63%
4 Consumer Discretionary 1.74%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.15%
2,770
+160
77
$430K 0.15%
4,338
+35
78
$427K 0.14%
2,491
+105
79
$418K 0.14%
1,753
+22
80
$412K 0.14%
4,270
-8
81
$406K 0.14%
10,120
-8,966
82
$389K 0.13%
2,250
+70
83
$377K 0.13%
559
-271
84
$368K 0.12%
3,442
85
$363K 0.12%
3,291
86
$360K 0.12%
1,556
+38
87
$351K 0.12%
36,527
88
$342K 0.12%
5,855
-2,175
89
$319K 0.11%
2,019
+36
90
$316K 0.11%
4,671
+257
91
$309K 0.1%
6,524
+178
92
$304K 0.1%
2,647
+608
93
$297K 0.1%
3,175
+13
94
$288K 0.1%
1,132
+31
95
$282K 0.1%
276
-18
96
$264K 0.09%
1,870
+105
97
$258K 0.09%
6,600
+234
98
$255K 0.09%
1,311
+57
99
$254K 0.09%
1,754
+28
100
$250K 0.08%
453
+16
1 2 3
4
5