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
1001
$6K ﹤0.01%
16
1002
$6K ﹤0.01%
292
1003
$6K ﹤0.01%
312
-1,654
1004
$6K ﹤0.01%
130
+52
1005
$6K ﹤0.01%
115
+17
1006
$6K ﹤0.01%
50
+7
1007
$6K ﹤0.01%
90
-2
1008
$6K ﹤0.01%
335
+67
1009
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201
+8
1010
$6K ﹤0.01%
711
1011
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201
+14
1012
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125
+28
1013
$6K ﹤0.01%
328
+58
1014
$6K ﹤0.01%
107
+32
1015
$5K ﹤0.01%
78
-17
1016
$5K ﹤0.01%
156
+71
1017
$5K ﹤0.01%
39
+24
1018
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29
+12
1019
$5K ﹤0.01%
59
+19
1020
$5K ﹤0.01%
177
+17
1021
$5K ﹤0.01%
96
-7
1022
$5K ﹤0.01%
219
+101
1023
$5K ﹤0.01%
74
+13
1024
$5K ﹤0.01%
45
+15
1025
$5K ﹤0.01%
48
+16
39 40
41
42 43