HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
1-Year Return
13.8%
This Quarter Return
+7.23%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$371M
AUM Growth
+$74.5M
(+25%)
Cap. Flow
+$60.4M
Cap. Flow
% of AUM
16.27%
Top 10 Holdings %
Top 10 Hldgs %
56.52%
Holding
1,808
New
1,694
Increased
43
Reduced
57
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
+$601K |
| 2 |
Dimensional US Equity ETF
DFUS
|
+$536K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$512K |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$466K |
| 5 |
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% |
