HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
-4.5%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$298M
AUM Growth
+$298M
(+38%)
Cap. Flow
+$56.8M
Cap. Flow
% of AUM
19.08%
Top 10 Holdings %
Top 10 Hldgs %
69.21%
Holding
111
New
30
Increased
45
Reduced
28
Closed
4
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$26.3M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$11.1M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$10.2M |
| 4 |
Apple
AAPL
|
$7.22M |
| 5 |
Johnson & Johnson
JNJ
|
$2.39M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.61M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$3.93M |
| 3 |
Vanguard Value ETF
VTV
|
$2.42M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.59M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$1.14M |
Sector Composition
| 1 | Technology | 12.22% |
| 2 | Healthcare | 2.45% |
| 3 | Financials | 1.99% |
| 4 | Communication Services | 1.7% |
| 5 | Consumer Discretionary | 1.51% |
