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
$297M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.61M
3
+$2.57M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.49M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.98M

Top Sells

1
+$1.06M
2
+$846K
3
+$844K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$810K
5
VTV icon
Vanguard Value ETF
VTV
+$494K

Sector Composition

1 Technology 14.69%
2 Healthcare 3.17%
3 Financials 2.63%
4 Consumer Discretionary 1.74%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.08%
1,272
-8
102
$240K 0.08%
1,386
+37
103
$238K 0.08%
498
104
$226K 0.08%
13,952
105
$222K 0.07%
890
+27
106
$219K 0.07%
+1,707
107
$215K 0.07%
5,664
+410
108
$209K 0.07%
2,014
+43
109
$209K 0.07%
319
+5
110
$209K 0.07%
+3,299
111
$207K 0.07%
939
+25
112
$203K 0.07%
+2,093
113
$60K 0.02%
15,000
114
– –
-5,588
115
– –
-696
116
– –
-1,190
1 2 3 4
5