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
926
$7K ﹤0.01%
53
+18
927
$7K ﹤0.01%
108
-9
928
$7K ﹤0.01%
66
+20
929
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128
+53
930
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114
+36
931
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123
+15
932
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68
+14
933
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95
+9
934
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87
935
$7K ﹤0.01%
83
+7
936
$7K ﹤0.01%
316
+205
937
$7K ﹤0.01%
38
+10
938
$7K ﹤0.01%
36
+13
939
$7K ﹤0.01%
261
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940
$7K ﹤0.01%
28
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941
$7K ﹤0.01%
139
-1
942
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44
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943
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61
+15
944
$7K ﹤0.01%
26
+15
945
$7K ﹤0.01%
13
+4
946
$7K ﹤0.01%
61
+3
947
$7K ﹤0.01%
101
+25
948
$7K ﹤0.01%
83
+23
949
$7K ﹤0.01%
25
-2
950
$7K ﹤0.01%
22
+9
36 37
38
39 40