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
1176
$3K ﹤0.01%
74
+35
1177
$3K ﹤0.01%
30
+12
1178
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26
+4
1179
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32
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1180
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85
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1181
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260
+111
1182
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93
+48
1183
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188
+53
1184
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56
1185
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38
-14
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68
-11
1187
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41
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1188
$3K ﹤0.01%
88
1189
$3K ﹤0.01%
73
-13
1190
$3K ﹤0.01%
+13
1191
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266
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1192
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11
+3
1193
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29
+9
1194
$3K ﹤0.01%
77
1195
$3K ﹤0.01%
128
-2
1196
$3K ﹤0.01%
61
-76
1197
$3K ﹤0.01%
39
+10
1198
$3K ﹤0.01%
125
+50
1199
$3K ﹤0.01%
79
+27
1200
$3K ﹤0.01%
83
+32
46 47
48
49 50