HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
+10.76%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$259M
AUM Growth
+$259M
(+23%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
10.02%
Top 10 Holdings %
Top 10 Hldgs %
64.87%
Holding
111
New
21
Increased
28
Reduced
40
Closed
2
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$428K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$389K |
| 3 |
NextEra Energy, Inc.
NEE
|
$378K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$352K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$292K |
Sector Composition
| 1 | Technology | 15.16% |
| 2 | Healthcare | 4.18% |
| 3 | Financials | 3.71% |
| 4 | Consumer Discretionary | 1.68% |
| 5 | Communication Services | 1.55% |
