HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
-0.23%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$398M
AUM Growth
+$398M
(+7.1%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
1,848
New
41
Increased
1,197
Reduced
264
Closed
55
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$914K |
| 2 |
Vanguard Value ETF
VTV
|
$732K |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$248K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$192K |
| 5 |
Dimensional US Equity ETF
DFUS
|
$168K |
Sector Composition
| 1 | Technology | 13.82% |
| 2 | Financials | 3.68% |
| 3 | Healthcare | 3.13% |
| 4 | Consumer Discretionary | 2.62% |
| 5 | Industrials | 1.77% |
