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
176
$123K 0.02%
467
+53
177
$122K 0.02%
594
+61
178
$122K 0.02%
275
+15
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$122K 0.02%
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180
$120K 0.02%
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181
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$117K 0.02%
124
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$116K 0.02%
428
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$114K 0.02%
1,466
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185
$113K 0.02%
82
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186
$112K 0.02%
1,092
-40
187
$111K 0.02%
168
188
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416
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189
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29
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190
$110K 0.02%
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191
$109K 0.02%
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192
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195
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198
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331
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199
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1,239
200
$103K 0.02%
1,519
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