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
851
$9K ﹤0.01%
125
+18
852
$9K ﹤0.01%
168
+26
853
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132
+16
854
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213
+48
855
$9K ﹤0.01%
446
+283
856
$9K ﹤0.01%
59
+33
857
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136
+45
858
$9K ﹤0.01%
226
-21
859
$9K ﹤0.01%
285
-24
860
$9K ﹤0.01%
180
-51
861
$9K ﹤0.01%
70
-2
862
$9K ﹤0.01%
95
863
$9K ﹤0.01%
95
-2
864
$9K ﹤0.01%
279
865
$9K ﹤0.01%
156
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866
$9K ﹤0.01%
236
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867
$9K ﹤0.01%
86
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868
$8K ﹤0.01%
154
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869
$8K ﹤0.01%
38
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870
$8K ﹤0.01%
58
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871
$8K ﹤0.01%
333
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872
$8K ﹤0.01%
66
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873
$8K ﹤0.01%
81
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874
$8K ﹤0.01%
182
+27
875
$8K ﹤0.01%
54
+13
33 34
35
36 37