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
1801
$0 ﹤0.01%
19
-12
1802
$0 ﹤0.01%
17
+13
1803
– –
-43
1804
$0 ﹤0.01%
13
+4
1805
$0 ﹤0.01%
11
+2
1806
$0 ﹤0.01%
44
1807
– –
-34
1808
$0 ﹤0.01%
7
-1
1809
– –
-2
1810
$0 ﹤0.01%
35
+14
1811
$0 ﹤0.01%
16
1812
$0 ﹤0.01%
1
1813
$0 ﹤0.01%
17
+9
1814
$0 ﹤0.01%
33
-16
1815
$0 ﹤0.01%
21
+7
1816
$0 ﹤0.01%
+36
1817
$0 ﹤0.01%
19
1818
$0 ﹤0.01%
2
+1
1819
$0 ﹤0.01%
50
+26
1820
$0 ﹤0.01%
149
+50
1821
$0 ﹤0.01%
7
+3
1822
$0 ﹤0.01%
7
-7
1823
– –
-660
1824
$0 ﹤0.01%
+5
1825
$0 ﹤0.01%
10
+6
70 71 72
73
74