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
101
$293K 0.05%
10,394
+1,000
102
$285K 0.04%
1,224
+38
103
$283K 0.04%
7,695
+265
104
$276K 0.04%
3,862
+427
105
$275K 0.04%
5,679
-19
106
$264K 0.04%
5,862
+38
107
$259K 0.04%
13,952
108
$259K 0.04%
2,220
+78
109
$256K 0.04%
1,838
+54
110
$256K 0.04%
907
+50
111
$252K 0.04%
521
+10
112
$251K 0.04%
505
+43
113
$241K 0.04%
1,345
+86
114
$240K 0.04%
1,819
+117
115
$239K 0.04%
52
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116
$236K 0.04%
29,967
117
$232K 0.04%
1,823
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118
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1,871
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119
$222K 0.03%
1,053
+19
120
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823
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121
$218K 0.03%
466
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122
$208K 0.03%
1,994
-91
123
$206K 0.03%
936
+72
124
$206K 0.03%
3,938
+17
125
$201K 0.03%
825
+57
3 4
5
6 7