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
1426
$1K ﹤0.01%
+59
1427
$1K ﹤0.01%
+162
1428
$1K ﹤0.01%
+21
1429
$1K ﹤0.01%
+28
1430
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+12
1431
$1K ﹤0.01%
+59
1432
$1K ﹤0.01%
+40
1433
$1K ﹤0.01%
+12
1434
$1K ﹤0.01%
+20
1435
$1K ﹤0.01%
+660
1436
$1K ﹤0.01%
+34
1437
$1K ﹤0.01%
+59
1438
$1K ﹤0.01%
+20
1439
$1K ﹤0.01%
+53
1440
$1K ﹤0.01%
+32
1441
$1K ﹤0.01%
+7
1442
$1K ﹤0.01%
+91
1443
$1K ﹤0.01%
+16
1444
$1K ﹤0.01%
+26
1445
$1K ﹤0.01%
+46
1446
$1K ﹤0.01%
+43
1447
$1K ﹤0.01%
+37
1448
$1K ﹤0.01%
+70
1449
$1K ﹤0.01%
+52
1450
$1K ﹤0.01%
+20
56 57
58
59 60