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
1126
$3K ﹤0.01%
+200
1127
$3K ﹤0.01%
+113
1128
$3K ﹤0.01%
+39
1129
$3K ﹤0.01%
+63
1130
$3K ﹤0.01%
+19
1131
$2K ﹤0.01%
+52
1132
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+22
1133
$2K ﹤0.01%
+114
1134
$2K ﹤0.01%
+10
1135
$2K ﹤0.01%
+42
1136
$2K ﹤0.01%
+235
1137
$2K ﹤0.01%
+96
1138
$2K ﹤0.01%
+47
1139
$2K ﹤0.01%
+129
1140
$2K ﹤0.01%
+343
1141
$2K ﹤0.01%
+340
1142
$2K ﹤0.01%
+91
1143
$2K ﹤0.01%
+108
1144
$2K ﹤0.01%
+32
1145
$2K ﹤0.01%
+50
1146
$2K ﹤0.01%
+122
1147
$2K ﹤0.01%
+43
1148
$2K ﹤0.01%
+48
1149
$2K ﹤0.01%
+34
1150
$2K ﹤0.01%
+11
44 45
46
47 48