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
1151
$3K ﹤0.01%
55
+21
1152
$3K ﹤0.01%
19
1153
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105
+23
1154
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26
+3
1155
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86
+9
1156
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48
+22
1157
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36
+10
1158
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75
+11
1159
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122
+37
1160
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105
+22
1161
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562
+219
1162
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61
-28
1163
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44
-6
1164
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43
+11
1165
$3K ﹤0.01%
558
-124
1166
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77
+27
1167
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61
1168
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73
+30
1169
$3K ﹤0.01%
11
+2
1170
$3K ﹤0.01%
18
+7
1171
$3K ﹤0.01%
96
+16
1172
$3K ﹤0.01%
120
1173
$3K ﹤0.01%
54
+17
1174
$3K ﹤0.01%
366
+26
1175
$3K ﹤0.01%
118
+50
45 46
47
48 49