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
926
$7K ﹤0.01%
920
+358
927
$7K ﹤0.01%
83
+10
928
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231
+40
929
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276
-7
930
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51
931
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101
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932
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933
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114
+36
934
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123
+15
935
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68
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936
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261
+175
937
$7K ﹤0.01%
28
+3
938
$7K ﹤0.01%
71
+13
939
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90
+13
940
$7K ﹤0.01%
36
+12
941
$7K ﹤0.01%
215
942
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+289
943
$7K ﹤0.01%
15
-1
944
$7K ﹤0.01%
83
+23
945
$7K ﹤0.01%
66
+19
946
$7K ﹤0.01%
94
+19
947
$7K ﹤0.01%
184
-2
948
$7K ﹤0.01%
81
+12
949
$7K ﹤0.01%
128
+53
950
$7K ﹤0.01%
83
+7
36 37
38
39 40