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
426
$33K 0.01%
1,455
427
$33K 0.01%
18
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428
$33K 0.01%
386
+3
429
$33K 0.01%
177
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430
$33K 0.01%
528
431
$33K 0.01%
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432
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212
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1,327
434
$32K 0.01%
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435
$32K 0.01%
192
-2
436
$32K 0.01%
1,494
437
$32K 0.01%
476
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438
$31K ﹤0.01%
425
-17
439
$31K ﹤0.01%
128
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440
$31K ﹤0.01%
4,121
441
$31K ﹤0.01%
1,651
-1
442
$31K ﹤0.01%
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$31K ﹤0.01%
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$31K ﹤0.01%
365
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445
$31K ﹤0.01%
205
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357
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$31K ﹤0.01%
282
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448
$31K ﹤0.01%
174
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449
$30K ﹤0.01%
317
+16
450
$30K ﹤0.01%
195
+38
16 17
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