HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$63.9M
3
+$32.6M
4
DXUV
Dimensional US Vector Equity ETF
DXUV
+$26.3M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$19.8M

Top Sells

1
+$3.02M
2
+$2.62M
3
+$1.64M
4
VTV icon
Vanguard Value ETF
VTV
+$899K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$698K

Sector Composition

1 Technology 7.66%
2 Financials 2.39%
3 Healthcare 2.25%
4 Consumer Discretionary 1.53%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$64K 0.01%
129
+14
277
$63K 0.01%
521
+79
278
$63K 0.01%
2,506
+19
279
$63K 0.01%
304
+45
280
$62K 0.01%
310
+36
281
$62K 0.01%
2,749
+65
282
$62K 0.01%
2,259
+80
283
$62K 0.01%
1,551
+438
284
$62K 0.01%
221
+17
285
$61K 0.01%
437
+54
286
$61K 0.01%
105
+6
287
$61K 0.01%
310
288
$61K 0.01%
374
+18
289
$61K 0.01%
496
+124
290
$60K 0.01%
1,149
291
$59K 0.01%
136
+6
292
$59K 0.01%
142
+19
293
$59K 0.01%
200
+29
294
$59K 0.01%
500
+56
295
$58K 0.01%
522
+26
296
$58K 0.01%
229
-11
297
$56K 0.01%
691
+84
298
$55K 0.01%
151
+11
299
$55K 0.01%
227
+18
300
$55K 0.01%
2,148
10 11
12
13 14