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
1251
$3K ﹤0.01%
100
+55
1252
$3K ﹤0.01%
28
+2
1253
$3K ﹤0.01%
108
+68
1254
$2K ﹤0.01%
62
-39
1255
$2K ﹤0.01%
65
+18
1256
$2K ﹤0.01%
58
+20
1257
$2K ﹤0.01%
15
+5
1258
$2K ﹤0.01%
47
+20
1259
$2K ﹤0.01%
20
+4
1260
$2K ﹤0.01%
66
+2
1261
$2K ﹤0.01%
47
1262
$2K ﹤0.01%
61
+11
1263
$2K ﹤0.01%
40
1264
$2K ﹤0.01%
39
-11
1265
$2K ﹤0.01%
36
-8
1266
$2K ﹤0.01%
89
+23
1267
$2K ﹤0.01%
148
-55
1268
$2K ﹤0.01%
33
+11
1269
$2K ﹤0.01%
108
-12
1270
$2K ﹤0.01%
45
-6
1271
$2K ﹤0.01%
+97
1272
$2K ﹤0.01%
16
+8
1273
$2K ﹤0.01%
235
+29
1274
$2K ﹤0.01%
62
+35
1275
$2K ﹤0.01%
113
+43
49 50
51
52 53