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
$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
76
$448K 0.12%
939
-34
77
$446K 0.12%
12,197
-260
78
$445K 0.12%
2,153
-97
79
$438K 0.12%
1,774
+67
80
$424K 0.11%
1,570
+14
81
$413K 0.11%
547
-12
82
$401K 0.11%
3,925
-773
83
$398K 0.11%
+4,050
84
$393K 0.11%
4,796
+125
85
$385K 0.1%
3,442
86
$376K 0.1%
3,740
-530
87
$364K 0.1%
753
+255
88
$363K 0.1%
3,291
89
$356K 0.1%
2,188
-318
90
$323K 0.09%
36,527
91
$313K 0.08%
7,175
+575
92
$305K 0.08%
+11,095
93
$302K 0.08%
5,698
+34
94
$293K 0.08%
2,511
-136
95
$289K 0.08%
3,192
+17
96
$286K 0.08%
1,094
+155
97
$282K 0.08%
968
-164
98
$279K 0.08%
+2,108
99
$265K 0.07%
1,581
-289
100
$262K 0.07%
1,853
-166
2 3
4
5 6