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
1401
$1K ﹤0.01%
29
+21
1402
$1K ﹤0.01%
38
+27
1403
$1K ﹤0.01%
25
+3
1404
$1K ﹤0.01%
94
-11
1405
$1K ﹤0.01%
63
1406
$1K ﹤0.01%
36
+3
1407
$1K ﹤0.01%
9
1408
$1K ﹤0.01%
61
+48
1409
$1K ﹤0.01%
113
+61
1410
$1K ﹤0.01%
18
+14
1411
$1K ﹤0.01%
29
1412
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44
-1
1413
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25
-8
1414
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38
+4
1415
$1K ﹤0.01%
39
+16
1416
$1K ﹤0.01%
51
+9
1417
$1K ﹤0.01%
14
-7
1418
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72
1419
$1K ﹤0.01%
29
+14
1420
$1K ﹤0.01%
+34
1421
$1K ﹤0.01%
2
-1
1422
$1K ﹤0.01%
22
1423
$1K ﹤0.01%
127
+2
1424
$1K ﹤0.01%
154
+77
1425
$1K ﹤0.01%
134
+16
55 56
57
58 59