HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.61M
3
+$2.57M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.49M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.98M

Top Sells

1
+$1.06M
2
+$846K
3
+$844K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$810K
5
VTV icon
Vanguard Value ETF
VTV
+$494K

Sector Composition

1 Technology 14.69%
2 Healthcare 3.17%
3 Financials 2.63%
4 Consumer Discretionary 1.74%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47M 15.84%
175,637
-3,156
2
$31.5M 10.61%
149,504
-370
3
$20.9M 7.06%
503,857
+62,846
4
$18.4M 6.21%
305,282
-17,575
5
$17.5M 5.9%
109,044
-3,079
6
$15.3M 5.17%
475,482
-26,246
7
$12M 4.04%
319,904
+144,049
8
$8.89M 3%
349,770
-1,110
9
$6.21M 2.09%
13,900
+385
10
$6.09M 2.05%
103,517
-13,765
11
$5.19M 1.75%
110,512
+52,935
12
$4.9M 1.65%
124,807
-521
13
$4.69M 1.58%
107,233
-3,687
14
$4.42M 1.49%
148,906
+86,458
15
$4.04M 1.36%
61,625
+663
16
$3.85M 1.3%
34,210
-43
17
$3.56M 1.2%
87,113
+9,674
18
$3.16M 1.07%
26,900
-1,801
19
$3.09M 1.04%
5,654
+74
20
$3.08M 1.04%
115,252
+73,982
21
$2.94M 0.99%
133,161
+37,836
22
$2.92M 0.98%
5,836
+8
23
$2.73M 0.92%
14,119
+385
24
$2.62M 0.88%
17,892
+139
25
$2.44M 0.82%
29,142
-670
1
2 3 4 5