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
$371M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$7.51M
3
+$4.21M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.04M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.38M

Top Sells

1
+$601K
2
+$536K
3
+$512K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$466K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$463K

Sector Composition

1 Technology 13.29%
2 Financials 3.51%
3 Healthcare 3.42%
4 Consumer Discretionary 2.43%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
+17
1227
$2K ﹤0.01%
+30
1228
$2K ﹤0.01%
+100
1229
$2K ﹤0.01%
+15
1230
$2K ﹤0.01%
+23
1231
$2K ﹤0.01%
+105
1232
$2K ﹤0.01%
+26
1233
$2K ﹤0.01%
+23
1234
$2K ﹤0.01%
+66
1235
$2K ﹤0.01%
+13
1236
$2K ﹤0.01%
+53
1237
$2K ﹤0.01%
+24
1238
$2K ﹤0.01%
+83
1239
$2K ﹤0.01%
+37
1240
$2K ﹤0.01%
+36
1241
$2K ﹤0.01%
+63
1242
$2K ﹤0.01%
+72
1243
$2K ﹤0.01%
+27
1244
$2K ﹤0.01%
+66
1245
$2K ﹤0.01%
+29
1246
$2K ﹤0.01%
+47
1247
$2K ﹤0.01%
+130
1248
$2K ﹤0.01%
+49
1249
$2K ﹤0.01%
+17
1250
$2K ﹤0.01%
+65
48 49
50
51 52