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
801
$11K ﹤0.01%
106
+14
802
$10K ﹤0.01%
226
-8
803
$10K ﹤0.01%
18
+5
804
$10K ﹤0.01%
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$10K ﹤0.01%
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806
$10K ﹤0.01%
154
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$10K ﹤0.01%
70
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$10K ﹤0.01%
147
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$10K ﹤0.01%
146
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810
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69
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$10K ﹤0.01%
96
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$10K ﹤0.01%
28
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$10K ﹤0.01%
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$10K ﹤0.01%
59
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$10K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
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80
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825
$10K ﹤0.01%
25
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31 32
33
34 35