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
51
$953K 0.15%
5,068
-83
52
$952K 0.15%
15,526
-611
53
$909K 0.14%
2,483
+60
54
$867K 0.13%
12,232
+214
55
$852K 0.13%
30,690
56
$849K 0.13%
2,425
+173
57
$840K 0.13%
2,699
+119
58
$819K 0.13%
3,163
+240
59
$813K 0.13%
985
+124
60
$777K 0.12%
15,574
-2,537
61
$754K 0.12%
13,977
62
$752K 0.12%
4,040
63
$746K 0.12%
2,014
64
$651K 0.1%
3,356
-80
65
$626K 0.1%
3,742
+167
66
$617K 0.1%
2,484
+168
67
$604K 0.09%
1,154
+28
68
$592K 0.09%
10,056
69
$569K 0.09%
2,718
+182
70
$555K 0.09%
5,628
+105
71
$552K 0.09%
5,930
+720
72
$547K 0.08%
978
-16
73
$537K 0.08%
1,758
+20
74
$531K 0.08%
3,121
+61
75
$505K 0.08%
8,665
-338
1 2
3
4 5