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
76
$476K 0.07%
5,423
+271
77
$455K 0.07%
11,582
-615
78
$450K 0.07%
10,794
-891
79
$447K 0.07%
8,700
-57
80
$446K 0.07%
1,661
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81
$430K 0.07%
3,616
+695
82
$417K 0.06%
890
83
$398K 0.06%
1,581
-279
84
$393K 0.06%
3,982
-380
85
$378K 0.06%
3,442
86
$374K 0.06%
2,359
+161
87
$366K 0.06%
955
+2
88
$363K 0.06%
3,291
89
$346K 0.05%
3,864
-186
90
$343K 0.05%
3,511
91
$340K 0.05%
1,089
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92
$336K 0.05%
1,663
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93
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1,607
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94
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2,730
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95
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2,066
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96
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2,340
+185
97
$301K 0.05%
1,800
+68
98
$296K 0.05%
4,803
+189
99
$296K 0.05%
3,105
+135
100
$295K 0.05%
3,232
+23
2 3
4
5 6