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
$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
201
$90K 0.02%
+3,182
202
$88K 0.02%
+1,256
203
$87K 0.02%
+171
204
$87K 0.02%
+354
205
$86K 0.02%
+235
206
$86K 0.02%
+458
207
$85K 0.02%
+3,431
208
$84K 0.02%
+2,500
209
$84K 0.02%
+208
210
$84K 0.02%
+65
211
$83K 0.02%
+850
212
$82K 0.02%
+996
213
$82K 0.02%
+594
214
$81K 0.02%
+286
215
$81K 0.02%
+494
216
$81K 0.02%
+326
217
$80K 0.02%
+882
218
$80K 0.02%
+308
219
$80K 0.02%
+1,251
220
$80K 0.02%
+844
221
$80K 0.02%
+901
222
$79K 0.02%
+273
223
$79K 0.02%
+510
224
$78K 0.02%
+1,634
225
$78K 0.02%
+94
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