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
1651
$0 ﹤0.01%
3
1652
$0 ﹤0.01%
24
+1
1653
$0 ﹤0.01%
16
-1
1654
$0 ﹤0.01%
14
-19
1655
$0 ﹤0.01%
5
-16
1656
$0 ﹤0.01%
6
-30
1657
$0 ﹤0.01%
13
-6
1658
$0 ﹤0.01%
19
1659
$0 ﹤0.01%
7
-1
1660
– –
-2
1661
– –
-3
1662
$0 ﹤0.01%
66
+25
1663
– –
-1
1664
– –
-1,783
1665
$0 ﹤0.01%
56
+28
1666
$0 ﹤0.01%
31
-26
1667
$0 ﹤0.01%
12
1668
$0 ﹤0.01%
1
1669
$0 ﹤0.01%
28
-26
1670
$0 ﹤0.01%
76
+28
1671
– –
-2
1672
$0 ﹤0.01%
31
1673
$0 ﹤0.01%
67
+17
1674
$0 ﹤0.01%
2
-3
1675
– –
-5
65 66
67
68 69