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
926
$7K ﹤0.01%
36
+13
927
$7K ﹤0.01%
139
-1
928
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44
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61
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930
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26
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931
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13
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932
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161
+48
933
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61
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934
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101
+25
935
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25
-2
936
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22
+9
937
$7K ﹤0.01%
144
938
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33
939
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98
+1
940
$7K ﹤0.01%
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941
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28
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942
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95
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943
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920
+358
944
$7K ﹤0.01%
83
+10
945
$7K ﹤0.01%
231
+40
946
$7K ﹤0.01%
276
-7
947
$7K ﹤0.01%
51
948
$7K ﹤0.01%
101
+7
949
$7K ﹤0.01%
53
+18
950
$7K ﹤0.01%
114
+36
36 37
38
39 40