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
1276
$2K ﹤0.01%
136
+26
1277
$2K ﹤0.01%
204
+132
1278
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92
+6
1279
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40
+7
1280
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46
-5
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48
1282
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199
+39
1283
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42
+19
1284
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31
+18
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9
-2
1286
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36
+2
1287
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26
1288
$2K ﹤0.01%
35
+28
1289
$2K ﹤0.01%
73
+2
1290
$2K ﹤0.01%
323
-43
1291
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88
+20
1292
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56
+28
1293
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208
+149
1294
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71
+34
1295
$2K ﹤0.01%
167
+68
1296
$2K ﹤0.01%
108
+25
1297
$2K ﹤0.01%
63
+22
1298
$2K ﹤0.01%
37
-5
1299
$2K ﹤0.01%
36
+12
1300
$2K ﹤0.01%
62
50 51
52
53 54