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
1126
$4K ﹤0.01%
173
-93
1127
$4K ﹤0.01%
32
1128
$4K ﹤0.01%
58
+37
1129
$4K ﹤0.01%
112
+37
1130
$4K ﹤0.01%
105
-7
1131
$4K ﹤0.01%
53
+18
1132
$4K ﹤0.01%
455
-16
1133
$4K ﹤0.01%
4,932
-1,358
1134
$4K ﹤0.01%
116
+18
1135
$4K ﹤0.01%
49
+17
1136
$4K ﹤0.01%
32
+19
1137
$4K ﹤0.01%
81
+9
1138
$4K ﹤0.01%
165
+67
1139
$4K ﹤0.01%
48
+5
1140
$4K ﹤0.01%
91
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1141
$4K ﹤0.01%
36
-13
1142
$4K ﹤0.01%
48
+15
1143
$4K ﹤0.01%
468
+283
1144
$4K ﹤0.01%
171
+117
1145
$4K ﹤0.01%
66
-1
1146
$4K ﹤0.01%
59
+17
1147
$4K ﹤0.01%
23
1148
$4K ﹤0.01%
131
+38
1149
$4K ﹤0.01%
117
+12
1150
$4K ﹤0.01%
84
+20
44 45
46
47 48