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
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.44M
3
+$2.57M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.53M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.93M

Top Sells

1
+$971K
2
+$914K
3
+$732K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$248K
5
VT icon
Vanguard Total World Stock ETF
VT
+$192K

Sector Composition

1 Technology 13.82%
2 Financials 3.68%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.5M 12.44%
170,661
-3,153
2
$37.4M 9.4%
149,244
+1,127
3
$33.1M 8.33%
802,799
+116,667
4
$23.2M 5.84%
573,066
+62,435
5
$17.5M 4.41%
297,800
6
$17.1M 4.31%
101,230
-4,323
7
$15.8M 3.98%
457,037
-7,159
8
$11.3M 2.84%
240,739
+41,190
9
$11.1M 2.78%
378,789
+117,913
10
$10.1M 2.53%
248,427
+63,390
11
$8.56M 2.15%
344,261
-2,030
12
$6.34M 1.59%
241,994
+46,910
13
$5.94M 1.49%
14,091
+572
14
$5.88M 1.48%
92,186
-2,639
15
$4.97M 1.25%
121,434
-66
16
$4.8M 1.21%
206,478
+30,956
17
$4.63M 1.16%
105,047
+1,285
18
$4.57M 1.15%
148,320
+7,054
19
$4.2M 1.06%
65,084
+55
20
$4.05M 1.02%
6,880
+565
21
$3.42M 0.86%
29,156
-1,633
22
$3.17M 0.8%
14,450
+967
23
$3.16M 0.8%
5,869
+21
24
$2.98M 0.75%
26,081
-788
25
$2.93M 0.74%
21,797
+2,211
1
2 3 4 5