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
1101
$4K ﹤0.01%
150
+54
1102
$4K ﹤0.01%
120
1103
$4K ﹤0.01%
14
+6
1104
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57
+27
1105
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247
-9
1106
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126
+33
1107
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527
1108
$4K ﹤0.01%
29
+12
1109
$4K ﹤0.01%
52
+13
1110
$4K ﹤0.01%
187
+62
1111
$4K ﹤0.01%
90
+18
1112
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57
+6
1113
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47
1114
$4K ﹤0.01%
17
+4
1115
$4K ﹤0.01%
597
+107
1116
$4K ﹤0.01%
39
-2
1117
$4K ﹤0.01%
107
+50
1118
$4K ﹤0.01%
65
-4
1119
$4K ﹤0.01%
55
-15
1120
$4K ﹤0.01%
43
+15
1121
$4K ﹤0.01%
66
+19
1122
$4K ﹤0.01%
36
1123
$4K ﹤0.01%
55
1124
$4K ﹤0.01%
76
+7
1125
$4K ﹤0.01%
47
+12
43 44
45
46 47