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
751
$12K ﹤0.01%
342
752
$12K ﹤0.01%
233
+77
753
$12K ﹤0.01%
246
-20
754
$12K ﹤0.01%
223
+9
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$12K ﹤0.01%
307
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756
$12K ﹤0.01%
163
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757
$12K ﹤0.01%
213
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758
$12K ﹤0.01%
57
+4
759
$12K ﹤0.01%
24
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760
$12K ﹤0.01%
47
+4
761
$12K ﹤0.01%
136
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762
$12K ﹤0.01%
187
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763
$12K ﹤0.01%
34
+12
764
$12K ﹤0.01%
400
765
$12K ﹤0.01%
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766
$12K ﹤0.01%
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767
$12K ﹤0.01%
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$12K ﹤0.01%
193
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769
$12K ﹤0.01%
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770
$12K ﹤0.01%
117
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$11K ﹤0.01%
233
+122
772
$11K ﹤0.01%
357
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773
$11K ﹤0.01%
322
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$11K ﹤0.01%
282
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775
$11K ﹤0.01%
358
-15
29 30
31
32 33