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
801
$11K ﹤0.01%
106
+14
802
$10K ﹤0.01%
25
+8
803
$10K ﹤0.01%
176
+108
804
$10K ﹤0.01%
399
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805
$10K ﹤0.01%
324
+57
806
$10K ﹤0.01%
347
-21
807
$10K ﹤0.01%
146
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808
$10K ﹤0.01%
80
+10
809
$10K ﹤0.01%
58
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810
$10K ﹤0.01%
85
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811
$10K ﹤0.01%
78
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812
$10K ﹤0.01%
154
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813
$10K ﹤0.01%
70
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814
$10K ﹤0.01%
147
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$10K ﹤0.01%
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$10K ﹤0.01%
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96
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122
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$10K ﹤0.01%
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$10K ﹤0.01%
147
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$10K ﹤0.01%
596
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823
$10K ﹤0.01%
202
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$10K ﹤0.01%
155
+82
825
$10K ﹤0.01%
80
+40
31 32
33
34 35