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
501
$26K ﹤0.01%
636
+218
502
$26K ﹤0.01%
871
503
$26K ﹤0.01%
970
+27
504
$26K ﹤0.01%
278
+20
505
$26K ﹤0.01%
20
+8
506
$26K ﹤0.01%
109
+2
507
$25K ﹤0.01%
171
+9
508
$25K ﹤0.01%
42
+4
509
$25K ﹤0.01%
238
+13
510
$25K ﹤0.01%
14
-2
511
$25K ﹤0.01%
167
+16
512
$25K ﹤0.01%
1,117
-974
513
$25K ﹤0.01%
250
514
$25K ﹤0.01%
829
+121
515
$25K ﹤0.01%
308
+67
516
$25K ﹤0.01%
168
+136
517
$25K ﹤0.01%
257
+94
518
$25K ﹤0.01%
260
+9
519
$25K ﹤0.01%
68
+12
520
$25K ﹤0.01%
89
+2
521
$25K ﹤0.01%
216
+24
522
$24K ﹤0.01%
460
-22
523
$24K ﹤0.01%
220
+54
524
$24K ﹤0.01%
838
+98
525
$24K ﹤0.01%
215
-29
19 20
21
22 23