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
951
$7K ﹤0.01%
316
+205
952
$7K ﹤0.01%
38
+10
953
$7K ﹤0.01%
36
+13
954
$7K ﹤0.01%
139
-1
955
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44
+19
956
$7K ﹤0.01%
61
+15
957
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26
+15
958
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13
+4
959
$7K ﹤0.01%
161
+48
960
$7K ﹤0.01%
61
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961
$7K ﹤0.01%
101
+25
962
$7K ﹤0.01%
252
-13
963
$7K ﹤0.01%
74
+22
964
$7K ﹤0.01%
347
965
$6K ﹤0.01%
29
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966
$6K ﹤0.01%
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209
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968
$6K ﹤0.01%
43
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969
$6K ﹤0.01%
326
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970
$6K ﹤0.01%
386
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971
$6K ﹤0.01%
81
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972
$6K ﹤0.01%
419
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973
$6K ﹤0.01%
130
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974
$6K ﹤0.01%
115
+17
975
$6K ﹤0.01%
90
-2
37 38
39
40 41