HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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
126
$181K 0.05%
+882
127
$177K 0.05%
+473
128
$177K 0.05%
1,217
-169
129
$174K 0.05%
286
-33
130
$171K 0.05%
+3,920
131
$165K 0.04%
+408
132
$165K 0.04%
+715
133
$164K 0.04%
+631
134
$161K 0.04%
+467
135
$161K 0.04%
+1,122
136
$161K 0.04%
+814
137
$161K 0.04%
+880
138
$161K 0.04%
+316
139
$158K 0.04%
+3,768
140
$157K 0.04%
+720
141
$153K 0.04%
+589
142
$153K 0.04%
+165
143
$152K 0.04%
+2,534
144
$148K 0.04%
+985
145
$148K 0.04%
+414
146
$145K 0.04%
+407
147
$144K 0.04%
+1,127
148
$144K 0.04%
+728
149
$143K 0.04%
+463
150
$140K 0.04%
+1,149
4 5
6
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