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
126
$201K 0.03%
853
+78
127
$200K 0.03%
330
+8
128
$196K 0.03%
1,341
+165
129
$196K 0.03%
1,349
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130
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4,325
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131
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806
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132
$193K 0.03%
315
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133
$186K 0.03%
724
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134
$182K 0.03%
552
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135
$182K 0.03%
1,778
+40
136
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2,520
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137
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871
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138
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583
139
$177K 0.03%
325
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140
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338
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141
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466
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142
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144
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145
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146
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147
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148
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149
$160K 0.02%
4,094
+100
150
$158K 0.02%
233
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