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%
290
-67
902
$8K ﹤0.01%
84
+25
903
$7K ﹤0.01%
81
+12
904
$7K ﹤0.01%
128
+53
905
$7K ﹤0.01%
83
+7
906
$7K ﹤0.01%
316
+205
907
$7K ﹤0.01%
38
+10
908
$7K ﹤0.01%
252
-13
909
$7K ﹤0.01%
74
+22
910
$7K ﹤0.01%
347
911
$7K ﹤0.01%
34
+6
912
$7K ﹤0.01%
43
+12
913
$7K ﹤0.01%
104
+51
914
$7K ﹤0.01%
80
+19
915
$7K ﹤0.01%
214
+61
916
$7K ﹤0.01%
77
+34
917
$7K ﹤0.01%
130
-123
918
$7K ﹤0.01%
59
+14
919
$7K ﹤0.01%
108
-9
920
$7K ﹤0.01%
66
+20
921
$7K ﹤0.01%
389
-352
922
$7K ﹤0.01%
526
+71
923
$7K ﹤0.01%
121
+39
924
$7K ﹤0.01%
95
+9
925
$7K ﹤0.01%
87
35 36
37
38 39