HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
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 7.62%
2 Financials 2.43%
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
326
$49K 0.01%
240
+38
327
$49K 0.01%
800
-126
328
$48K 0.01%
469
+22
329
$48K 0.01%
445
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330
$47K 0.01%
433
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331
$47K 0.01%
428
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332
$47K 0.01%
469
333
$47K 0.01%
133
334
$47K 0.01%
1,672
+327
335
$47K 0.01%
775
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336
$46K 0.01%
1,504
337
$46K 0.01%
965
+194
338
$46K 0.01%
618
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339
$46K 0.01%
682
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340
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324
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341
$45K 0.01%
230
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342
$45K 0.01%
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343
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744
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348
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349
$44K 0.01%
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350
$44K 0.01%
168
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12 13
14
15 16