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
851
$9K ﹤0.01%
446
+283
852
$9K ﹤0.01%
59
+33
853
$9K ﹤0.01%
136
+45
854
$9K ﹤0.01%
145
-9
855
$9K ﹤0.01%
279
856
$9K ﹤0.01%
156
+48
857
$9K ﹤0.01%
492
+60
858
$9K ﹤0.01%
28
+2
859
$9K ﹤0.01%
181
-15
860
$9K ﹤0.01%
112
+6
861
$9K ﹤0.01%
236
+164
862
$9K ﹤0.01%
44
+19
863
$9K ﹤0.01%
16
+3
864
$9K ﹤0.01%
65
+35
865
$9K ﹤0.01%
226
-21
866
$9K ﹤0.01%
285
-24
867
$9K ﹤0.01%
180
-51
868
$8K ﹤0.01%
177
+33
869
$8K ﹤0.01%
79
870
$8K ﹤0.01%
92
+39
871
$8K ﹤0.01%
290
-67
872
$8K ﹤0.01%
53
-10
873
$8K ﹤0.01%
179
+31
874
$8K ﹤0.01%
154
+38
875
$8K ﹤0.01%
38
+11
33 34
35
36 37