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
1026
$4K ﹤0.01%
+45
1027
$4K ﹤0.01%
+175
1028
$4K ﹤0.01%
+36
1029
$4K ﹤0.01%
+120
1030
$4K ﹤0.01%
+128
1031
$4K ﹤0.01%
+527
1032
$4K ﹤0.01%
+42
1033
$4K ﹤0.01%
+98
1034
$4K ﹤0.01%
+255
1035
$4K ﹤0.01%
+57
1036
$4K ﹤0.01%
+70
1037
$4K ﹤0.01%
+255
1038
$4K ﹤0.01%
+25
1039
$3K ﹤0.01%
+241
1040
$3K ﹤0.01%
+83
1041
$3K ﹤0.01%
+78
1042
$3K ﹤0.01%
+39
1043
$3K ﹤0.01%
+215
1044
$3K ﹤0.01%
+86
1045
$3K ﹤0.01%
+682
1046
$3K ﹤0.01%
+61
1047
$3K ﹤0.01%
+22
1048
$3K ﹤0.01%
+84
1049
$3K ﹤0.01%
+138
1050
$3K ﹤0.01%
+136
40 41
42
43 44