HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.71M
3
+$1.96M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.89M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.31M

Top Sells

1
+$2.21M
2
+$1.72M
3
+$1.38M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.22M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.64%
3 Financials 2.96%
4 Consumer Discretionary 1.71%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$238K 0.09%
2,039
-727
102
$233K 0.08%
914
-12
103
$225K 0.08%
1,971
-330
104
$222K 0.08%
+1,765
105
$222K 0.08%
+498
106
$221K 0.08%
5,254
107
$220K 0.08%
13,952
108
$219K 0.08%
1,254
+51
109
$216K 0.08%
+863
110
$210K 0.08%
+696
111
$209K 0.08%
5,588
+2
112
$205K 0.07%
314
-6
113
$63K 0.02%
15,000
114
– –
-593
115
– –
-10,028
116
– –
-2,807
117
– –
-2,177
118
– –
-2,000
119
– –
-1,703
120
– –
-820
121
– –
-6,045
1 2 3 4
5