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
1501
$1K ﹤0.01%
71
+12
1502
$1K ﹤0.01%
32
+5
1503
$1K ﹤0.01%
106
+48
1504
$1K ﹤0.01%
9
+5
1505
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120
-27
1506
$1K ﹤0.01%
8
+6
1507
$1K ﹤0.01%
63
+21
1508
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23
+13
1509
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17
+1
1510
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29
1511
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45
1512
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28
+4
1513
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33
-11
1514
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125
+88
1515
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24
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1516
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118
+62
1517
$0 ﹤0.01%
13
+4
1518
$0 ﹤0.01%
22
+11
1519
– –
-11
1520
$0 ﹤0.01%
3
-2
1521
– –
-80
1522
$0 ﹤0.01%
56
-21
1523
$0 ﹤0.01%
1
1524
$0 ﹤0.01%
+4
1525
$0 ﹤0.01%
18
+9
59 60
61
62 63