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
$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
976
$5K ﹤0.01%
+107
977
$4K ﹤0.01%
+72
978
$4K ﹤0.01%
+101
979
$4K ﹤0.01%
+37
980
$4K ﹤0.01%
+435
981
$4K ﹤0.01%
+88
982
$4K ﹤0.01%
+32
983
$4K ﹤0.01%
+65
984
$4K ﹤0.01%
+256
985
$4K ﹤0.01%
+53
986
$4K ﹤0.01%
+16
987
$4K ﹤0.01%
+27
988
$4K ﹤0.01%
+85
989
$4K ﹤0.01%
+49
990
$4K ﹤0.01%
+167
991
$4K ﹤0.01%
+20
992
$4K ﹤0.01%
+159
993
$4K ﹤0.01%
+88
994
$4K ﹤0.01%
+19
995
$4K ﹤0.01%
+46
996
$4K ﹤0.01%
+21
997
$4K ﹤0.01%
+46
998
$4K ﹤0.01%
+27
999
$4K ﹤0.01%
+50
1000
$4K ﹤0.01%
+200
38 39
40
41 42