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
851
$9K ﹤0.01%
492
+60
852
$9K ﹤0.01%
28
+2
853
$9K ﹤0.01%
181
-15
854
$9K ﹤0.01%
112
+6
855
$9K ﹤0.01%
44
+19
856
$9K ﹤0.01%
278
+44
857
$9K ﹤0.01%
325
+104
858
$9K ﹤0.01%
125
+18
859
$9K ﹤0.01%
168
+26
860
$9K ﹤0.01%
132
+16
861
$9K ﹤0.01%
213
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862
$9K ﹤0.01%
446
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863
$9K ﹤0.01%
59
+33
864
$9K ﹤0.01%
136
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865
$9K ﹤0.01%
226
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866
$9K ﹤0.01%
285
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867
$9K ﹤0.01%
180
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868
$8K ﹤0.01%
83
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869
$8K ﹤0.01%
177
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870
$8K ﹤0.01%
52
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871
$8K ﹤0.01%
62
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872
$8K ﹤0.01%
169
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873
$8K ﹤0.01%
148
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874
$8K ﹤0.01%
27
+8
875
$8K ﹤0.01%
177
+33
33 34
35
36 37