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
1101
$3K ﹤0.01%
+182
1102
$3K ﹤0.01%
+77
1103
$3K ﹤0.01%
+120
1104
$3K ﹤0.01%
+54
1105
$3K ﹤0.01%
+69
1106
$3K ﹤0.01%
+56
1107
$3K ﹤0.01%
+86
1108
$3K ﹤0.01%
+126
1109
$3K ﹤0.01%
+51
1110
$3K ﹤0.01%
+50
1111
$3K ﹤0.01%
+18
1112
$3K ﹤0.01%
+33
1113
$3K ﹤0.01%
+32
1114
$3K ﹤0.01%
+19
1115
$3K ﹤0.01%
+49
1116
$3K ﹤0.01%
+50
1117
$3K ﹤0.01%
+27
1118
$3K ﹤0.01%
+13
1119
$3K ﹤0.01%
+17
1120
$3K ﹤0.01%
+12
1121
$3K ﹤0.01%
+100
1122
$3K ﹤0.01%
+32
1123
$3K ﹤0.01%
+109
1124
$3K ﹤0.01%
+54
1125
$3K ﹤0.01%
+47
43 44
45
46 47