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
826
$10K ﹤0.01%
51
-3
827
$10K ﹤0.01%
358
+65
828
$10K ﹤0.01%
146
+35
829
$10K ﹤0.01%
69
+18
830
$10K ﹤0.01%
159
+52
831
$10K ﹤0.01%
18
+5
832
$9K ﹤0.01%
451
+335
833
$9K ﹤0.01%
141
834
$9K ﹤0.01%
77
+17
835
$9K ﹤0.01%
70
-2
836
$9K ﹤0.01%
95
837
$9K ﹤0.01%
213
+48
838
$9K ﹤0.01%
446
+283
839
$9K ﹤0.01%
136
+45
840
$9K ﹤0.01%
492
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841
$9K ﹤0.01%
28
+2
842
$9K ﹤0.01%
181
-15
843
$9K ﹤0.01%
112
+6
844
$9K ﹤0.01%
236
+164
845
$9K ﹤0.01%
44
+19
846
$9K ﹤0.01%
278
+44
847
$9K ﹤0.01%
87
+18
848
$9K ﹤0.01%
16
+3
849
$9K ﹤0.01%
65
+35
850
$9K ﹤0.01%
86
+13
32 33
34
35 36