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
1001
$6K ﹤0.01%
386
+41
1002
$6K ﹤0.01%
81
+16
1003
$6K ﹤0.01%
419
+320
1004
$6K ﹤0.01%
16
1005
$6K ﹤0.01%
292
1006
$6K ﹤0.01%
312
-1,654
1007
$6K ﹤0.01%
130
+52
1008
$6K ﹤0.01%
115
+17
1009
$6K ﹤0.01%
50
+7
1010
$6K ﹤0.01%
90
-2
1011
$6K ﹤0.01%
335
+67
1012
$6K ﹤0.01%
201
+8
1013
$6K ﹤0.01%
328
+58
1014
$6K ﹤0.01%
107
+32
1015
$5K ﹤0.01%
200
+85
1016
$5K ﹤0.01%
78
-17
1017
$5K ﹤0.01%
121
+17
1018
$5K ﹤0.01%
72
+18
1019
$5K ﹤0.01%
59
+19
1020
$5K ﹤0.01%
177
+17
1021
$5K ﹤0.01%
96
-7
1022
$5K ﹤0.01%
36
+3
1023
$5K ﹤0.01%
95
-30
1024
$5K ﹤0.01%
158
1025
$5K ﹤0.01%
92
+21
39 40
41
42 43