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
401
$36K 0.01%
275
+11
402
$36K 0.01%
65
+7
403
$35K 0.01%
388
+3
404
$35K 0.01%
729
+184
405
$35K 0.01%
432
+20
406
$35K 0.01%
641
407
$35K 0.01%
15,000
408
$35K 0.01%
491
+31
409
$34K 0.01%
200
+52
410
$34K 0.01%
691
411
$34K 0.01%
135
412
$34K 0.01%
609
+73
413
$34K 0.01%
994
+4
414
$34K 0.01%
496
+28
415
$33K 0.01%
364
-27
416
$33K 0.01%
521
+59
417
$33K 0.01%
144
+32
418
$33K 0.01%
96
+13
419
$33K 0.01%
285
+5
420
$33K 0.01%
96
+25
421
$33K 0.01%
391
-77
422
$33K 0.01%
852
+132
423
$33K 0.01%
124
+21
424
$33K 0.01%
255
+81
425
$33K 0.01%
1,335
15 16
17
18 19