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
551
$22K ﹤0.01%
163
+21
552
$22K ﹤0.01%
94
+12
553
$22K ﹤0.01%
1,104
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$22K ﹤0.01%
428
555
$22K ﹤0.01%
242
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556
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92
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558
$22K ﹤0.01%
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559
$22K ﹤0.01%
45
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560
$21K ﹤0.01%
230
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561
$21K ﹤0.01%
256
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562
$21K ﹤0.01%
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563
$21K ﹤0.01%
67
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564
$21K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
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575
$20K ﹤0.01%
130
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24 25