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
826
$10K ﹤0.01%
176
+108
827
$10K ﹤0.01%
399
+107
828
$10K ﹤0.01%
58
+16
829
$10K ﹤0.01%
51
-3
830
$10K ﹤0.01%
358
+65
831
$10K ﹤0.01%
321
+34
832
$9K ﹤0.01%
50
+1
833
$9K ﹤0.01%
19
+10
834
$9K ﹤0.01%
278
+44
835
$9K ﹤0.01%
87
+18
836
$9K ﹤0.01%
220
+76
837
$9K ﹤0.01%
582
+43
838
$9K ﹤0.01%
39
+3
839
$9K ﹤0.01%
86
+13
840
$9K ﹤0.01%
325
+104
841
$9K ﹤0.01%
125
+18
842
$9K ﹤0.01%
168
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843
$9K ﹤0.01%
132
+16
844
$9K ﹤0.01%
451
+335
845
$9K ﹤0.01%
141
846
$9K ﹤0.01%
77
+17
847
$9K ﹤0.01%
70
-2
848
$9K ﹤0.01%
95
849
$9K ﹤0.01%
95
-2
850
$9K ﹤0.01%
213
+48
32 33
34
35 36