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
876
$8K ﹤0.01%
530
+171
877
$8K ﹤0.01%
141
-1
878
$8K ﹤0.01%
57
+15
879
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97
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880
$8K ﹤0.01%
185
+22
881
$8K ﹤0.01%
48
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882
$8K ﹤0.01%
790
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53
-10
884
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135
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885
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44
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886
$8K ﹤0.01%
174
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92
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889
$8K ﹤0.01%
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890
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52
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895
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27
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899
$8K ﹤0.01%
177
+33
900
$8K ﹤0.01%
79
34 35
36
37 38