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%
51
927
$7K ﹤0.01%
101
+7
928
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261
+175
929
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66
+19
930
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184
-2
931
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95
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932
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920
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933
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80
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934
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+61
935
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77
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936
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-123
937
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59
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938
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123
+15
939
$7K ﹤0.01%
68
+14
940
$7K ﹤0.01%
95
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941
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87
942
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83
+7
943
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316
+205
944
$7K ﹤0.01%
38
+10
945
$7K ﹤0.01%
139
-1
946
$7K ﹤0.01%
44
+19
947
$7K ﹤0.01%
61
+15
948
$7K ﹤0.01%
26
+15
949
$7K ﹤0.01%
13
+4
950
$7K ﹤0.01%
161
+48
36 37
38
39 40