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
1201
$2K ﹤0.01%
+8
1202
$2K ﹤0.01%
+32
1203
$2K ﹤0.01%
+52
1204
$2K ﹤0.01%
+47
1205
$2K ﹤0.01%
+17
1206
$2K ﹤0.01%
+34
1207
$2K ﹤0.01%
+82
1208
$2K ﹤0.01%
+166
1209
$2K ﹤0.01%
+48
1210
$2K ﹤0.01%
+77
1211
$2K ﹤0.01%
+65
1212
$2K ﹤0.01%
+26
1213
$2K ﹤0.01%
+64
1214
$2K ﹤0.01%
+85
1215
$2K ﹤0.01%
+48
1216
$2K ﹤0.01%
+151
1217
$2K ﹤0.01%
+83
1218
$2K ﹤0.01%
+49
1219
$2K ﹤0.01%
+1,317
1220
$2K ﹤0.01%
+10
1221
$2K ﹤0.01%
+17
1222
$2K ﹤0.01%
+139
1223
$2K ﹤0.01%
+90
1224
$2K ﹤0.01%
+21
1225
$2K ﹤0.01%
+21
47 48
49
50 51