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
1251
$2K ﹤0.01%
+29
1252
$2K ﹤0.01%
+48
1253
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+18
1254
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+25
1255
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+47
1256
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+34
1257
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+65
1258
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+8
1259
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+43
1260
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+20
1261
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+19
1262
$2K ﹤0.01%
+120
1263
$1K ﹤0.01%
+28
1264
$1K ﹤0.01%
+154
1265
$1K ﹤0.01%
+52
1266
$1K ﹤0.01%
+11
1267
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+50
1268
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+27
1269
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+47
1270
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+21
1271
$1K ﹤0.01%
+35
1272
$1K ﹤0.01%
+45
1273
$1K ﹤0.01%
+5
1274
$1K ﹤0.01%
+40
1275
$1K ﹤0.01%
+10
49 50
51
52 53