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
651
$16K ﹤0.01%
183
+14
652
$16K ﹤0.01%
379
-70
653
$16K ﹤0.01%
219
654
$16K ﹤0.01%
186
+11
655
$16K ﹤0.01%
92
-11
656
$16K ﹤0.01%
310
-9
657
$16K ﹤0.01%
311
+26
658
$15K ﹤0.01%
152
+8
659
$15K ﹤0.01%
98
+26
660
$15K ﹤0.01%
429
+130
661
$15K ﹤0.01%
154
+37
662
$15K ﹤0.01%
191
+13
663
$15K ﹤0.01%
355
664
$15K ﹤0.01%
163
+13
665
$15K ﹤0.01%
348
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$15K ﹤0.01%
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$15K ﹤0.01%
227
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668
$15K ﹤0.01%
112
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$15K ﹤0.01%
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670
$15K ﹤0.01%
8
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671
$15K ﹤0.01%
140
+13
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$15K ﹤0.01%
218
673
$15K ﹤0.01%
267
-31
674
$15K ﹤0.01%
718
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675
$15K ﹤0.01%
392
+151
25 26
27
28 29