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
$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
126
$187K 0.05%
583
127
$185K 0.05%
512
+39
128
$185K 0.05%
438
+30
129
$183K 0.05%
681
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130
$183K 0.05%
4,585
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131
$182K 0.05%
172
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132
$181K 0.05%
517
+50
133
$177K 0.04%
864
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134
$176K 0.04%
775
+60
135
$172K 0.04%
2,711
+177
136
$171K 0.04%
1,228
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137
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329
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138
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3,994
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139
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290
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140
$166K 0.04%
2,364
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141
$163K 0.04%
768
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142
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145
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146
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147
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328
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148
$152K 0.04%
759
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149
$152K 0.04%
424
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150
$151K 0.04%
2,648
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4 5
6
7 8