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
1126
$4K ﹤0.01%
71
-9
1127
$4K ﹤0.01%
25
+13
1128
$4K ﹤0.01%
16
+4
1129
$3K ﹤0.01%
138
1130
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58
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1131
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35
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1132
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1133
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1134
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101
+1
1135
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+7
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1137
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1138
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131
+48
1139
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205
-49
1140
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17
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1141
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1142
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32
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1143
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1144
$3K ﹤0.01%
257
-178
1145
$3K ﹤0.01%
128
-80
1146
$3K ﹤0.01%
81
+9
1147
$3K ﹤0.01%
87
+35
1148
$3K ﹤0.01%
42
+13
1149
$3K ﹤0.01%
53
1150
$3K ﹤0.01%
93
+47
44 45
46
47 48