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
526
$24K ﹤0.01%
53
+9
527
$24K ﹤0.01%
270
+40
528
$24K ﹤0.01%
259
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529
$24K ﹤0.01%
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530
$24K ﹤0.01%
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531
$23K ﹤0.01%
531
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$23K ﹤0.01%
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533
$23K ﹤0.01%
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534
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340
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535
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536
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537
$23K ﹤0.01%
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538
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539
$23K ﹤0.01%
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$23K ﹤0.01%
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546
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$23K ﹤0.01%
392
548
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$22K ﹤0.01%
282
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$22K ﹤0.01%
2,371
+530
20 21
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