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
1201
$3K ﹤0.01%
10
1202
$3K ﹤0.01%
66
+8
1203
$3K ﹤0.01%
23
+11
1204
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43
+2
1205
$3K ﹤0.01%
88
1206
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27
-11
1207
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88
-9
1208
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59
+22
1209
$3K ﹤0.01%
189
+68
1210
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42
+3
1211
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32
+19
1212
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68
+43
1213
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84
-1
1214
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244
+16
1215
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22
-20
1216
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257
-9
1217
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31
1218
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58
+32
1219
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142
+67
1220
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114
+13
1221
$3K ﹤0.01%
39
1222
$3K ﹤0.01%
109
+72
1223
$3K ﹤0.01%
24
+11
1224
$3K ﹤0.01%
19
+5
1225
$3K ﹤0.01%
96
+28
47 48
49
50 51