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
751
$12K ﹤0.01%
47
+4
752
$12K ﹤0.01%
368
+129
753
$12K ﹤0.01%
136
+39
754
$12K ﹤0.01%
187
+4
755
$12K ﹤0.01%
34
+12
756
$12K ﹤0.01%
342
757
$12K ﹤0.01%
233
+77
758
$12K ﹤0.01%
190
+13
759
$12K ﹤0.01%
400
760
$12K ﹤0.01%
159
+29
761
$12K ﹤0.01%
246
-20
762
$12K ﹤0.01%
223
+9
763
$12K ﹤0.01%
69
+23
764
$12K ﹤0.01%
307
+106
765
$12K ﹤0.01%
114
+38
766
$12K ﹤0.01%
193
+7
767
$12K ﹤0.01%
261
+42
768
$12K ﹤0.01%
117
+28
769
$12K ﹤0.01%
258
+68
770
$12K ﹤0.01%
321
+81
771
$11K ﹤0.01%
233
+122
772
$11K ﹤0.01%
101
773
$11K ﹤0.01%
3,000
774
$11K ﹤0.01%
95
+5
775
$11K ﹤0.01%
255
+28
29 30
31
32 33