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
726
$13K ﹤0.01%
322
-63
727
$13K ﹤0.01%
342
728
$13K ﹤0.01%
138
+34
729
$13K ﹤0.01%
235
730
$13K ﹤0.01%
267
+41
731
$13K ﹤0.01%
198
+32
732
$13K ﹤0.01%
221
+15
733
$13K ﹤0.01%
1,203
+673
734
$13K ﹤0.01%
1,266
+719
735
$13K ﹤0.01%
329
+21
736
$13K ﹤0.01%
120
+13
737
$13K ﹤0.01%
154
+39
738
$13K ﹤0.01%
73
+1
739
$13K ﹤0.01%
368
+51
740
$12K ﹤0.01%
205
+65
741
$12K ﹤0.01%
321
+81
742
$12K ﹤0.01%
249
-3
743
$12K ﹤0.01%
57
+4
744
$12K ﹤0.01%
159
+20
745
$12K ﹤0.01%
24
+8
746
$12K ﹤0.01%
136
+39
747
$12K ﹤0.01%
187
+4
748
$12K ﹤0.01%
34
+12
749
$12K ﹤0.01%
190
+13
750
$12K ﹤0.01%
400
28 29
30
31 32