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
1151
$2K ﹤0.01%
+47
1152
$2K ﹤0.01%
+22
1153
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+80
1154
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+37
1155
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+45
1156
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+26
1157
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+57
1158
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+24
1159
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+32
1160
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+115
1161
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+63
1162
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+79
1163
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+24
1164
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+44
1165
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+50
1166
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+135
1167
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+23
1168
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+25
1169
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+38
1170
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+53
1171
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+10
1172
$2K ﹤0.01%
+21
1173
$2K ﹤0.01%
+13
1174
$2K ﹤0.01%
+29
1175
$2K ﹤0.01%
+52
45 46
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48 49