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
1326
$2K ﹤0.01%
30
+5
1327
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17
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1328
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10
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27
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12
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1331
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83
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1332
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67
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1333
$2K ﹤0.01%
1,317
1334
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11
+3
1335
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37
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1336
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1337
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26
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$2K ﹤0.01%
111
+57
1339
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121
+50
1340
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110
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1341
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113
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1342
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68
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1343
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13
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1344
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21
+7
1345
$2K ﹤0.01%
37
+23
1346
$2K ﹤0.01%
16
+3
1347
$2K ﹤0.01%
52
+29
1348
$2K ﹤0.01%
16
+9
1349
$2K ﹤0.01%
131
-36
1350
$2K ﹤0.01%
117
+40
52 53
54
55 56