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
1426
$1K ﹤0.01%
256
+89
1427
$1K ﹤0.01%
59
-8
1428
$1K ﹤0.01%
11
+1
1429
$1K ﹤0.01%
58
-25
1430
$1K ﹤0.01%
27
+16
1431
$1K ﹤0.01%
305
+86
1432
$1K ﹤0.01%
15
-5
1433
$1K ﹤0.01%
68
-1
1434
$1K ﹤0.01%
5
-2
1435
$1K ﹤0.01%
76
+14
1436
$1K ﹤0.01%
53
-1
1437
$1K ﹤0.01%
64
1438
$1K ﹤0.01%
25
-1
1439
$1K ﹤0.01%
45
+22
1440
$1K ﹤0.01%
16
+4
1441
$1K ﹤0.01%
143
+80
1442
$1K ﹤0.01%
17
+6
1443
$1K ﹤0.01%
74
+49
1444
$1K ﹤0.01%
24
1445
$1K ﹤0.01%
51
-3
1446
$1K ﹤0.01%
+150
1447
$1K ﹤0.01%
222
-24
1448
$1K ﹤0.01%
2
1449
$1K ﹤0.01%
13
+11
1450
$1K ﹤0.01%
16
-6
56 57
58
59 60