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
1001
$4K ﹤0.01%
+10
1002
$4K ﹤0.01%
+61
1003
$4K ﹤0.01%
+62
1004
$4K ﹤0.01%
+57
1005
$4K ﹤0.01%
96
-10,024
1006
$4K ﹤0.01%
+340
1007
$4K ﹤0.01%
+26
1008
$4K ﹤0.01%
+28
1009
$4K ﹤0.01%
+34
1010
$4K ﹤0.01%
+20
1011
$4K ﹤0.01%
+27
1012
$4K ﹤0.01%
+31
1013
$4K ﹤0.01%
+25
1014
$4K ﹤0.01%
+55
1015
$4K ﹤0.01%
+36
1016
$4K ﹤0.01%
+85
1017
$4K ﹤0.01%
+32
1018
$4K ﹤0.01%
+234
1019
$4K ﹤0.01%
+55
1020
$4K ﹤0.01%
+31
1021
$4K ﹤0.01%
+9
1022
$4K ﹤0.01%
+39
1023
$4K ﹤0.01%
+105
1024
$4K ﹤0.01%
+112
1025
$4K ﹤0.01%
+254
39 40
41
42 43