HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
1-Year Return
13.8%
This Quarter Return
+7.02%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$691M
AUM Growth
+$46M
(+7.1%)
Cap. Flow
+$5.82M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
66.01%
Holding
1,767
New
25
Increased
850
Reduced
555
Closed
75
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
$4.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.6M |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
$1.45M |
| 4 |
Intuitive Surgical
ISRG
|
$1.03M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$894K |
Sector Composition
| 1 | Technology | 7.57% |
| 2 | Financials | 2.45% |
| 3 | Healthcare | 1.7% |
| 4 | Consumer Discretionary | 1.62% |
| 5 | Industrials | 1.25% |
