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
726
$13K ﹤0.01%
120
+46
727
$13K ﹤0.01%
431
+161
728
$13K ﹤0.01%
149
+91
729
$13K ﹤0.01%
198
+18
730
$13K ﹤0.01%
381
731
$13K ﹤0.01%
211
+38
732
$13K ﹤0.01%
41
+5
733
$13K ﹤0.01%
120
+13
734
$13K ﹤0.01%
235
735
$13K ﹤0.01%
1,203
+673
736
$13K ﹤0.01%
1,266
+719
737
$13K ﹤0.01%
329
+21
738
$13K ﹤0.01%
267
+41
739
$13K ﹤0.01%
198
+32
740
$12K ﹤0.01%
146
+46
741
$12K ﹤0.01%
163
+51
742
$12K ﹤0.01%
168
+15
743
$12K ﹤0.01%
213
+74
744
$12K ﹤0.01%
249
-3
745
$12K ﹤0.01%
205
+65
746
$12K ﹤0.01%
134
+14
747
$12K ﹤0.01%
1,095
748
$12K ﹤0.01%
57
+4
749
$12K ﹤0.01%
159
+20
750
$12K ﹤0.01%
24
+8
28 29
30
31 32