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
1201
$3K ﹤0.01%
45
+16
1202
$3K ﹤0.01%
47
+9
1203
$3K ﹤0.01%
23
+6
1204
$3K ﹤0.01%
100
1205
$3K ﹤0.01%
34
+11
1206
$3K ﹤0.01%
85
1207
$3K ﹤0.01%
228
-13
1208
$3K ﹤0.01%
43
+14
1209
$3K ﹤0.01%
13
+5
1210
$3K ﹤0.01%
50
+18
1211
$3K ﹤0.01%
134
+48
1212
$3K ﹤0.01%
127
+57
1213
$3K ﹤0.01%
51
+4
1214
$3K ﹤0.01%
93
+41
1215
$3K ﹤0.01%
74
-4
1216
$3K ﹤0.01%
205
+17
1217
$3K ﹤0.01%
20
+2
1218
$3K ﹤0.01%
8
1219
$3K ﹤0.01%
490
+129
1220
$3K ﹤0.01%
75
+26
1221
$3K ﹤0.01%
179
-50
1222
$3K ﹤0.01%
72
+40
1223
$3K ﹤0.01%
28
+7
1224
$2K ﹤0.01%
55
+32
1225
$2K ﹤0.01%
57
+12
47 48
49
50 51