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
1176
$3K ﹤0.01%
40
+4
1177
$3K ﹤0.01%
133
+11
1178
$3K ﹤0.01%
32
+14
1179
$3K ﹤0.01%
92
+40
1180
$3K ﹤0.01%
161
+47
1181
$3K ﹤0.01%
264
+41
1182
$3K ﹤0.01%
55
+1
1183
$3K ﹤0.01%
112
+49
1184
$3K ﹤0.01%
53
-8
1185
$3K ﹤0.01%
558
1186
$3K ﹤0.01%
101
+24
1187
$3K ﹤0.01%
138
1188
$3K ﹤0.01%
192
+53
1189
$3K ﹤0.01%
76
+15
1190
$3K ﹤0.01%
195
-2
1191
$3K ﹤0.01%
85
+26
1192
$3K ﹤0.01%
103
+14
1193
$3K ﹤0.01%
28
-5
1194
$3K ﹤0.01%
167
+85
1195
$3K ﹤0.01%
30
+13
1196
$3K ﹤0.01%
176
+59
1197
$3K ﹤0.01%
138
+126
1198
$3K ﹤0.01%
74
-22
1199
$3K ﹤0.01%
55
-1
1200
$3K ﹤0.01%
41
+3
46 47
48
49 50