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
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.44M
3
+$2.57M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.53M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.93M

Top Sells

1
+$971K
2
+$914K
3
+$732K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$248K
5
VT icon
Vanguard Total World Stock ETF
VT
+$192K

Sector Composition

1 Technology 13.82%
2 Financials 3.68%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.12%
5,152
+356
77
$464K 0.12%
521
-26
78
$454K 0.11%
890
+137
79
$450K 0.11%
2,536
+150
80
$432K 0.11%
12,197
81
$430K 0.11%
3,662
-293
82
$423K 0.11%
953
+14
83
$422K 0.11%
4,362
+312
84
$416K 0.1%
16,310
+5,215
85
$402K 0.1%
4,050
+125
86
$396K 0.1%
3,442
87
$368K 0.09%
3,511
-229
88
$362K 0.09%
3,291
89
$354K 0.09%
5,824
-21
90
$322K 0.08%
1,585
-189
91
$314K 0.08%
2,921
+410
92
$308K 0.08%
5,698
93
$305K 0.08%
29,967
-6,560
94
$300K 0.08%
3,209
+17
95
$297K 0.07%
1,784
+203
96
$295K 0.07%
1,021
+53
97
$292K 0.07%
1,186
+92
98
$292K 0.07%
1,904
-284
99
$278K 0.07%
7,430
+255
100
$277K 0.07%
1,833
+30
2 3
4
5 6