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
$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
1026
$5K ﹤0.01%
243
-486
1027
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61
+22
1028
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67
+2
1029
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18
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1030
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1031
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1032
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547
+167
1033
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52
+7
1034
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104
+43
1035
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41
-41
1036
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1037
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1038
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15
-5
1039
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+58
1040
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57
+25
1041
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1042
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96
+8
1043
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+8
1044
$5K ﹤0.01%
97
+12
1045
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31
-2
1046
$5K ﹤0.01%
380
+195
1047
$4K ﹤0.01%
146
+20
1048
$4K ﹤0.01%
89
+25
1049
$4K ﹤0.01%
116
+15
1050
$4K ﹤0.01%
268
+12
40 41
42
43 44