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
451
$30K ﹤0.01%
221
+40
452
$30K ﹤0.01%
3,069
+296
453
$30K ﹤0.01%
462
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454
$30K ﹤0.01%
234
+43
455
$30K ﹤0.01%
220
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456
$30K ﹤0.01%
379
+49
457
$30K ﹤0.01%
310
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458
$30K ﹤0.01%
293
+55
459
$29K ﹤0.01%
248
+53
460
$29K ﹤0.01%
1,920
-29
461
$29K ﹤0.01%
381
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462
$29K ﹤0.01%
719
463
$29K ﹤0.01%
177
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464
$29K ﹤0.01%
300
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465
$29K ﹤0.01%
671
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$29K ﹤0.01%
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467
$29K ﹤0.01%
524
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468
$28K ﹤0.01%
328
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469
$28K ﹤0.01%
160
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470
$28K ﹤0.01%
347
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471
$28K ﹤0.01%
62
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472
$28K ﹤0.01%
769
+522
473
$28K ﹤0.01%
1,143
474
$28K ﹤0.01%
1,249
475
$28K ﹤0.01%
373
+70
17 18
19
20 21