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
$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
101
$273K 0.07%
4,614
+19
102
$273K 0.07%
13,952
103
$272K 0.07%
511
+25
104
$271K 0.07%
811
+46
105
$269K 0.07%
2,142
+100
106
$264K 0.07%
2,198
+90
107
$250K 0.06%
1,732
+273
108
$243K 0.06%
2,155
+115
109
$243K 0.06%
49
+3
110
$240K 0.06%
2,085
+301
111
$240K 0.06%
462
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112
$236K 0.06%
1,259
+39
113
$234K 0.06%
2,970
+75
114
$233K 0.06%
1,034
+152
115
$216K 0.05%
1,854
+1
116
$213K 0.05%
3,435
+150
117
$213K 0.05%
9,394
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118
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857
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119
$204K 0.05%
322
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120
$202K 0.05%
3,921
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121
$196K 0.05%
1,702
+103
122
$193K 0.05%
841
-3
123
$189K 0.05%
1,738
+32
124
$188K 0.05%
1,027
-117
125
$188K 0.05%
300
+14
3 4
5
6 7