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
1376
$1K ﹤0.01%
+9
1377
$1K ﹤0.01%
+138
1378
$1K ﹤0.01%
+21
1379
$1K ﹤0.01%
+32
1380
$1K ﹤0.01%
+8
1381
$1K ﹤0.01%
+8
1382
$1K ﹤0.01%
+30
1383
$1K ﹤0.01%
+15
1384
$1K ﹤0.01%
+25
1385
$1K ﹤0.01%
+20
1386
$1K ﹤0.01%
+31
1387
$1K ﹤0.01%
+54
1388
$1K ﹤0.01%
+8
1389
$1K ﹤0.01%
+12
1390
$1K ﹤0.01%
+26
1391
$1K ﹤0.01%
+10
1392
$1K ﹤0.01%
+72
1393
$1K ﹤0.01%
+49
1394
$1K ﹤0.01%
+20
1395
$1K ﹤0.01%
+52
1396
$1K ﹤0.01%
+30
1397
$1K ﹤0.01%
+7
1398
$1K ﹤0.01%
+14
1399
$1K ﹤0.01%
+23
1400
$1K ﹤0.01%
+61
54 55
56
57 58