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
151
$137K 0.04%
+206
152
$136K 0.04%
+264
153
$136K 0.04%
+287
154
$135K 0.04%
+813
155
$135K 0.04%
+2,086
156
$133K 0.04%
+681
157
$132K 0.04%
+2,567
158
$129K 0.03%
+238
159
$128K 0.03%
+705
160
$127K 0.03%
+385
161
$125K 0.03%
+581
162
$125K 0.03%
+703
163
$123K 0.03%
+2,117
164
$118K 0.03%
+1,489
165
$117K 0.03%
175
-101
166
$116K 0.03%
+1,030
167
$114K 0.03%
+513
168
$114K 0.03%
+239
169
$111K 0.03%
+14,990
170
$110K 0.03%
+593
171
$110K 0.03%
+492
172
$109K 0.03%
+1,300
173
$109K 0.03%
+1,389
174
$109K 0.03%
+1,516
175
$108K 0.03%
+344
5 6
7
8 9