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
551
$22K ﹤0.01%
163
+21
552
$22K ﹤0.01%
242
+72
553
$22K ﹤0.01%
92
+15
554
$22K ﹤0.01%
214
-5
555
$22K ﹤0.01%
94
+12
556
$22K ﹤0.01%
1,104
557
$22K ﹤0.01%
428
558
$22K ﹤0.01%
119
+24
559
$22K ﹤0.01%
45
+12
560
$21K ﹤0.01%
200
+26
561
$21K ﹤0.01%
448
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562
$21K ﹤0.01%
143
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563
$21K ﹤0.01%
347
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564
$21K ﹤0.01%
230
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565
$21K ﹤0.01%
256
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$21K ﹤0.01%
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567
$21K ﹤0.01%
67
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$21K ﹤0.01%
18
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569
$21K ﹤0.01%
334
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570
$21K ﹤0.01%
93
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571
$20K ﹤0.01%
199
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572
$20K ﹤0.01%
179
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573
$20K ﹤0.01%
349
+29
574
$20K ﹤0.01%
130
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575
$20K ﹤0.01%
474
+20
21 22
23
24 25