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
1326
$2K ﹤0.01%
19
+3
1327
$2K ﹤0.01%
332
+143
1328
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35
-48
1329
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138
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1330
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44
1331
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108
-8
1332
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1333
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38
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1334
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126
+28
1335
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80
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1336
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91
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1337
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20
+5
1338
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39
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1339
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25
+11
1340
$2K ﹤0.01%
76
-11
1341
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77
+40
1342
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66
+16
1343
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115
+54
1344
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65
1345
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83
+10
1346
$2K ﹤0.01%
50
+15
1347
$2K ﹤0.01%
8
1348
$2K ﹤0.01%
63
+33
1349
$2K ﹤0.01%
+100
1350
$2K ﹤0.01%
130
-1
52 53
54
55 56