HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
+3.59%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$297M
AUM Growth
+$297M
(+7.5%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
61.96%
Holding
116
New
3
Increased
59
Reduced
31
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$1.06M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$846K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$844K |
| 4 |
Dimensional US Equity ETF
DFUS
|
$810K |
| 5 |
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% |
