HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
-15.04%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(-15%)
Cap. Flow
+$59.4K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
68.61%
Holding
111
New
4
Increased
29
Reduced
47
Closed
10
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.04M |
| 2 |
Lifestance Health
LFST
|
$3.9M |
| 3 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$1.97M |
| 4 |
Amazon
AMZN
|
$1.42M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.12M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.66M |
| 2 |
Automatic Data Processing
ADP
|
$1.42M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.23M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.21M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$1.02M |
Sector Composition
| 1 | Technology | 10.75% |
| 2 | Healthcare | 4.18% |
| 3 | Financials | 1.85% |
| 4 | Utilities | 1.51% |
| 5 | Communication Services | 1.46% |
