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%
95
+5
802
$10K ﹤0.01%
25
+8
803
$10K ﹤0.01%
176
+108
804
$10K ﹤0.01%
399
+107
805
$10K ﹤0.01%
58
+16
806
$10K ﹤0.01%
51
-3
807
$10K ﹤0.01%
324
+57
808
$10K ﹤0.01%
226
-8
809
$10K ﹤0.01%
347
-21
810
$10K ﹤0.01%
146
+8
811
$10K ﹤0.01%
202
+26
812
$10K ﹤0.01%
155
+82
813
$10K ﹤0.01%
80
+10
814
$10K ﹤0.01%
358
+65
815
$10K ﹤0.01%
85
+29
816
$10K ﹤0.01%
78
+18
817
$10K ﹤0.01%
154
+22
818
$10K ﹤0.01%
70
+9
819
$10K ﹤0.01%
147
+29
820
$10K ﹤0.01%
146
+35
821
$10K ﹤0.01%
69
+18
822
$10K ﹤0.01%
596
+233
823
$10K ﹤0.01%
80
+40
824
$10K ﹤0.01%
96
+19
825
$10K ﹤0.01%
28
-4
31 32
33
34 35