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
1076
$5K ﹤0.01%
177
+50
1077
$5K ﹤0.01%
18
1078
$5K ﹤0.01%
58
+17
1079
$5K ﹤0.01%
305
1080
$5K ﹤0.01%
56
1081
$5K ﹤0.01%
382
+257
1082
$5K ﹤0.01%
598
-2,403
1083
$5K ﹤0.01%
609
-124
1084
$5K ﹤0.01%
27
1085
$5K ﹤0.01%
63
+9
1086
$5K ﹤0.01%
94
+19
1087
$4K ﹤0.01%
114
+56
1088
$4K ﹤0.01%
40
+8
1089
$4K ﹤0.01%
45
+1
1090
$4K ﹤0.01%
106
+10
1091
$4K ﹤0.01%
415
+132
1092
$4K ﹤0.01%
83
+15
1093
$4K ﹤0.01%
153
+71
1094
$4K ﹤0.01%
74
-5
1095
$4K ﹤0.01%
86
+25
1096
$4K ﹤0.01%
61
1097
$4K ﹤0.01%
43
+14
1098
$4K ﹤0.01%
122
+76
1099
$4K ﹤0.01%
+64
1100
$4K ﹤0.01%
24
+6
42 43
44
45 46