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
+$67.4M
2
+$65.4M
3
+$32.2M
4
DXUV
Dimensional US Vector Equity ETF
DXUV
+$27.7M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$19.4M

Top Sells

1
+$3.19M
2
+$2.82M
3
+$1.58M
4
VTV icon
Vanguard Value ETF
VTV
+$908K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$738K

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
476
$28K ﹤0.01%
373
+70
477
$28K ﹤0.01%
445
478
$27K ﹤0.01%
1,182
479
$27K ﹤0.01%
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480
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653
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481
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131
482
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90
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483
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119
-11
484
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110
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485
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272
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486
$27K ﹤0.01%
358
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487
$27K ﹤0.01%
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488
$27K ﹤0.01%
357
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489
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131
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490
$27K ﹤0.01%
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494
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246
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495
$26K ﹤0.01%
60
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109
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$26K ﹤0.01%
871
499
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970
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500
$26K ﹤0.01%
417
+30
18 19
20
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