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
1801
$0 ﹤0.01%
6
-16
1802
$0 ﹤0.01%
25
+12
1803
$0 ﹤0.01%
9
+3
1804
$0 ﹤0.01%
35
1805
$0 ﹤0.01%
14
+1
1806
$0 ﹤0.01%
8
-3
1807
– –
-13
1808
$0 ﹤0.01%
16
+5
1809
$0 ﹤0.01%
50
-1
1810
$0 ﹤0.01%
2
-9
1811
$0 ﹤0.01%
94
-17
1812
$0 ﹤0.01%
2
-13
1813
$0 ﹤0.01%
3
1814
$0 ﹤0.01%
7
+3
1815
– –
-68
1816
$0 ﹤0.01%
3
1817
$0 ﹤0.01%
24
+6
1818
– –
-7
1819
– –
-5
1820
– –
-4
1821
– –
-5
69 70 71 72
73