HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
1-Year Return
13.8%
This Quarter Return
-0.23%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$398M
AUM Growth
+$26.3M
(+7.1%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
5.2%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
1,848
New
41
Increased
1,193
Reduced
274
Closed
55
Top Buys
Top Sells
| 1 |
Lam Research
LRCX
|
+$971K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$914K |
| 3 |
Vanguard Value ETF
VTV
|
+$732K |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$248K |
| 5 |
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% |
