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
$259M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$3.14M
3
+$1.34M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$877K
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$871K

Top Sells

1
+$428K
2
+$389K
3
+$378K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$352K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$292K

Sector Composition

1 Technology 15.16%
2 Healthcare 4.18%
3 Financials 3.71%
4 Consumer Discretionary 1.68%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.08%
+926
102
$205K 0.08%
+1,203
103
$203K 0.08%
+2,177
104
$201K 0.08%
+820
105
$200K 0.08%
+320
106
$200K 0.08%
1,349
-30
107
$193K 0.07%
13,952
108
$55K 0.02%
15,000
109
$26K 0.01%
+10,028
110
– –
-5,436
111
– –
-2,703
1 2 3 4
5