HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
-0.96%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(+16%)
Cap. Flow
+$39.8M
Cap. Flow
% of AUM
14.64%
Top 10 Holdings %
Top 10 Hldgs %
71.64%
Holding
99
New
10
Increased
41
Reduced
30
Closed
1
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$24.1M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$10.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$859K |
| 4 |
Telos
TLS
|
$497K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$494K |
Top Sells
| 1 |
Amgen
AMGN
|
$530K |
| 2 |
W.W. Grainger
GWW
|
$144K |
| 3 |
GE Aerospace
GE
|
$142K |
| 4 |
Exxon Mobil
XOM
|
$114K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$99.1K |
Sector Composition
| 1 | Technology | 11.07% |
| 2 | Healthcare | 2.27% |
| 3 | Financials | 2.02% |
| 4 | Communication Services | 2% |
| 5 | Industrials | 1.37% |
