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
1101
$4K ﹤0.01%
101
1102
$4K ﹤0.01%
+501
1103
$4K ﹤0.01%
88
1104
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82
+28
1105
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53
+13
1106
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78
+31
1107
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32
+14
1108
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1109
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122
+20
1110
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41
+16
1111
$4K ﹤0.01%
56
1112
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64
+30
1113
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1114
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144
+31
1115
$4K ﹤0.01%
158
-11
1116
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24
+5
1117
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88
-19
1118
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+66
1119
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75
+27
1120
$4K ﹤0.01%
25
+8
1121
$4K ﹤0.01%
69
-1
1122
$4K ﹤0.01%
70
+13
1123
$4K ﹤0.01%
97
-8
1124
$4K ﹤0.01%
32
+10
1125
$4K ﹤0.01%
9
+4
43 44
45
46 47