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
26
$3.01M 0.47%
5,859
-10
27
$2.87M 0.45%
15,087
+637
28
$2.57M 0.4%
28,352
29
$2.5M 0.39%
376,133
+48
30
$2.43M 0.38%
9,923
+234
31
$2.38M 0.37%
21,950
+153
32
$2.31M 0.36%
8,551
33
$1.96M 0.3%
3,686
-54
34
$1.76M 0.27%
29,511
35
$1.56M 0.24%
55,284
-93,036
36
$1.39M 0.22%
45,988
-56
37
$1.39M 0.21%
11,359
-44
38
$1.37M 0.21%
47,214
-56,250
39
$1.33M 0.21%
130,946
+5,283
40
$1.32M 0.2%
8,438
+99
41
$1.3M 0.2%
15,858
-193
42
$1.27M 0.2%
2,209
+236
43
$1.19M 0.18%
2,164
+113
44
$1.13M 0.17%
1,139
+10
45
$1.11M 0.17%
31,935
46
$1.1M 0.17%
15,008
-1,407
47
$1.06M 0.16%
6,850
+55
48
$1.05M 0.16%
1,111
+13
49
$1.05M 0.16%
2,122
+35
50
$1.02M 0.16%
2,828
-139
1
2
3 4 5