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
1276
$2K ﹤0.01%
156
+51
1277
$2K ﹤0.01%
246
-75
1278
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115
+43
1279
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22
+7
1280
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69
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1281
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38
+8
1282
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14
+5
1283
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15
-3
1284
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297
+125
1285
$2K ﹤0.01%
35
-2
1286
$2K ﹤0.01%
110
1287
$2K ﹤0.01%
98
+48
1288
$2K ﹤0.01%
454
+430
1289
$2K ﹤0.01%
111
+43
1290
$2K ﹤0.01%
38
+11
1291
$2K ﹤0.01%
44
-6
1292
$2K ﹤0.01%
58
+16
1293
$2K ﹤0.01%
43
+13
1294
$2K ﹤0.01%
64
+21
1295
$2K ﹤0.01%
98
+39
1296
$2K ﹤0.01%
103
-10
1297
$2K ﹤0.01%
33
+13
1298
$2K ﹤0.01%
62
+28
1299
$2K ﹤0.01%
41
+20
1300
$2K ﹤0.01%
86
+27
50 51
52
53 54