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
$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
1226
$2K ﹤0.01%
15
+6
1227
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27
+4
1228
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97
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75
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1230
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35
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1231
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40
-9
1232
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86
1233
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+24
1234
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152
+1
1235
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+15
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133
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1237
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223
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1238
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61
+21
1239
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139
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1240
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34
1241
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42
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1242
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1243
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58
+1
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133
+61
1245
$2K ﹤0.01%
71
+35
1246
$2K ﹤0.01%
59
+16
1247
$2K ﹤0.01%
89
+10
1248
$2K ﹤0.01%
68
+52
1249
$2K ﹤0.01%
120
1250
$2K ﹤0.01%
25
+7
48 49
50
51 52