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
201
$95K 0.02%
907
-27
202
$94K 0.02%
492
+34
203
$94K 0.02%
528
204
$93K 0.02%
632
+38
205
$92K 0.02%
3,431
206
$92K 0.02%
2,865
+365
207
$92K 0.02%
1,506
+225
208
$91K 0.02%
511
+46
209
$91K 0.02%
486
+17
210
$90K 0.02%
251
+16
211
$90K 0.02%
1,376
-13
212
$88K 0.02%
967
+428
213
$87K 0.02%
503
+50
214
$86K 0.02%
1,026
+44
215
$86K 0.02%
121
+27
216
$86K 0.02%
139
+20
217
$85K 0.02%
481
+18
218
$84K 0.02%
768
+422
219
$84K 0.02%
928
+78
220
$83K 0.02%
281
-5
221
$83K 0.02%
912
+234
222
$83K 0.02%
1,353
+74
223
$83K 0.02%
1,741
+107
224
$82K 0.02%
171
225
$81K 0.02%
494
7 8
9
10 11