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
901
$8K ﹤0.01%
48
+7
902
$8K ﹤0.01%
790
+17
903
$7K ﹤0.01%
252
-13
904
$7K ﹤0.01%
74
+22
905
$7K ﹤0.01%
83
+10
906
$7K ﹤0.01%
15
-1
907
$7K ﹤0.01%
53
+18
908
$7K ﹤0.01%
108
-9
909
$7K ﹤0.01%
66
+20
910
$7K ﹤0.01%
389
-352
911
$7K ﹤0.01%
526
+71
912
$7K ﹤0.01%
121
+39
913
$7K ﹤0.01%
81
+12
914
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128
+53
915
$7K ﹤0.01%
114
+36
916
$7K ﹤0.01%
36
+13
917
$7K ﹤0.01%
28
+3
918
$7K ﹤0.01%
83
+23
919
$7K ﹤0.01%
71
+13
920
$7K ﹤0.01%
90
+13
921
$7K ﹤0.01%
36
+12
922
$7K ﹤0.01%
215
923
$7K ﹤0.01%
+289
924
$7K ﹤0.01%
231
+40
925
$7K ﹤0.01%
276
-7
35 36
37
38 39