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
176
$108K 0.03%
+1,239
177
$108K 0.03%
+294
178
$106K 0.03%
+1,409
179
$106K 0.03%
+308
180
$106K 0.03%
+1,440
181
$105K 0.03%
+934
182
$105K 0.03%
+472
183
$104K 0.03%
+107
184
$101K 0.03%
+593
185
$101K 0.03%
+961
186
$101K 0.03%
+328
187
$100K 0.03%
+489
188
$99K 0.03%
+1,479
189
$99K 0.03%
+917
190
$99K 0.03%
+1,990
191
$99K 0.03%
+795
192
$98K 0.03%
+1,770
193
$98K 0.03%
+401
194
$98K 0.03%
+597
195
$97K 0.03%
+581
196
$97K 0.03%
+1,424
197
$97K 0.03%
+982
198
$93K 0.03%
+528
199
$91K 0.02%
+825
200
$91K 0.02%
+469
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