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
1151
$4K ﹤0.01%
275
+70
1152
$4K ﹤0.01%
153
+9
1153
$4K ﹤0.01%
156
-2
1154
$4K ﹤0.01%
+337
1155
$4K ﹤0.01%
100
+12
1156
$4K ﹤0.01%
+138
1157
$4K ﹤0.01%
28
+12
1158
$3K ﹤0.01%
100
1159
$3K ﹤0.01%
341
+141
1160
$3K ﹤0.01%
38
+13
1161
$3K ﹤0.01%
39
+14
1162
$3K ﹤0.01%
27
+5
1163
$3K ﹤0.01%
81
-2
1164
$3K ﹤0.01%
52
+28
1165
$3K ﹤0.01%
44
-1
1166
$3K ﹤0.01%
676
+223
1167
$3K ﹤0.01%
23
+8
1168
$3K ﹤0.01%
23
-4
1169
$3K ﹤0.01%
46
-20
1170
$3K ﹤0.01%
90
1171
$3K ﹤0.01%
284
+159
1172
$3K ﹤0.01%
107
+21
1173
$3K ﹤0.01%
57
+31
1174
$3K ﹤0.01%
62
+14
1175
$3K ﹤0.01%
70
+18
45 46
47
48 49