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
576
$20K ﹤0.01%
766
+94
577
$20K ﹤0.01%
250
+20
578
$20K ﹤0.01%
102
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579
$20K ﹤0.01%
386
+110
580
$20K ﹤0.01%
671
+8
581
$20K ﹤0.01%
343
+152
582
$20K ﹤0.01%
264
+50
583
$19K ﹤0.01%
370
+119
584
$19K ﹤0.01%
719
+200
585
$19K ﹤0.01%
52
+18
586
$19K ﹤0.01%
903
587
$19K ﹤0.01%
304
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588
$19K ﹤0.01%
239
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589
$19K ﹤0.01%
118
+20
590
$19K ﹤0.01%
232
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591
$19K ﹤0.01%
520
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592
$19K ﹤0.01%
251
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593
$19K ﹤0.01%
62
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594
$18K ﹤0.01%
479
-1
595
$18K ﹤0.01%
316
+27
596
$18K ﹤0.01%
23
597
$18K ﹤0.01%
312
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598
$18K ﹤0.01%
574
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599
$18K ﹤0.01%
159
+29
600
$18K ﹤0.01%
518
+144
22 23
24
25 26