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
+$66M
2
+$63.9M
3
+$32.6M
4
DXUV
Dimensional US Vector Equity ETF
DXUV
+$26.3M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$19.8M

Top Sells

1
+$3.02M
2
+$2.62M
3
+$1.64M
4
VTV icon
Vanguard Value ETF
VTV
+$899K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$698K

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
751
$12K ﹤0.01%
57
+4
752
$12K ﹤0.01%
159
+20
753
$12K ﹤0.01%
24
+8
754
$12K ﹤0.01%
47
+4
755
$12K ﹤0.01%
368
+129
756
$12K ﹤0.01%
342
757
$12K ﹤0.01%
233
+77
758
$12K ﹤0.01%
246
-20
759
$12K ﹤0.01%
223
+9
760
$12K ﹤0.01%
307
+106
761
$12K ﹤0.01%
114
+38
762
$12K ﹤0.01%
193
+7
763
$12K ﹤0.01%
261
+42
764
$12K ﹤0.01%
117
+28
765
$12K ﹤0.01%
146
+46
766
$12K ﹤0.01%
163
+51
767
$12K ﹤0.01%
213
+74
768
$12K ﹤0.01%
205
+65
769
$12K ﹤0.01%
321
+81
770
$12K ﹤0.01%
249
-3
771
$11K ﹤0.01%
322
-11
772
$11K ﹤0.01%
81
+22
773
$11K ﹤0.01%
+122
774
$11K ﹤0.01%
141
+48
775
$11K ﹤0.01%
206
+23
29 30
31
32 33