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
1026
$5K ﹤0.01%
169
+138
1027
$5K ﹤0.01%
223
+25
1028
$5K ﹤0.01%
189
+84
1029
$5K ﹤0.01%
190
1030
$5K ﹤0.01%
121
+17
1031
$5K ﹤0.01%
80
+18
1032
$5K ﹤0.01%
158
1033
$5K ﹤0.01%
83
+11
1034
$5K ﹤0.01%
72
+18
1035
$5K ﹤0.01%
298
+110
1036
$5K ﹤0.01%
36
+3
1037
$5K ﹤0.01%
95
-30
1038
$5K ﹤0.01%
310
1039
$5K ﹤0.01%
55
+25
1040
$5K ﹤0.01%
24
+6
1041
$5K ﹤0.01%
157
+25
1042
$5K ﹤0.01%
127
+48
1043
$5K ﹤0.01%
177
+45
1044
$5K ﹤0.01%
160
-22
1045
$5K ﹤0.01%
29
+4
1046
$5K ﹤0.01%
46
+7
1047
$5K ﹤0.01%
285
+87
1048
$5K ﹤0.01%
82
+27
1049
$5K ﹤0.01%
146
-3
1050
$5K ﹤0.01%
47
40 41
42
43 44