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
651
$16K ﹤0.01%
219
652
$16K ﹤0.01%
186
+11
653
$16K ﹤0.01%
235
654
$16K ﹤0.01%
92
-11
655
$16K ﹤0.01%
310
-9
656
$16K ﹤0.01%
311
+26
657
$16K ﹤0.01%
182
+13
658
$15K ﹤0.01%
152
+8
659
$15K ﹤0.01%
218
660
$15K ﹤0.01%
267
-31
661
$15K ﹤0.01%
68
+37
662
$15K ﹤0.01%
8
+2
663
$15K ﹤0.01%
718
+48
664
$15K ﹤0.01%
392
+151
665
$15K ﹤0.01%
116
+29
666
$15K ﹤0.01%
282
-59
667
$15K ﹤0.01%
98
+26
668
$15K ﹤0.01%
429
+130
669
$15K ﹤0.01%
154
+37
670
$15K ﹤0.01%
191
+13
671
$15K ﹤0.01%
355
672
$15K ﹤0.01%
163
+13
673
$15K ﹤0.01%
564
674
$15K ﹤0.01%
149
+21
675
$15K ﹤0.01%
227
+92
25 26
27
28 29