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
1026
$5K ﹤0.01%
26
+9
1027
$5K ﹤0.01%
39
+24
1028
$5K ﹤0.01%
67
+18
1029
$5K ﹤0.01%
192
+61
1030
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160
+98
1031
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66
+13
1032
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58
+17
1033
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158
1034
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310
1035
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55
+25
1036
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177
+45
1037
$5K ﹤0.01%
160
-22
1038
$5K ﹤0.01%
29
+4
1039
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27
+6
1040
$5K ﹤0.01%
34
+9
1041
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118
+36
1042
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56
1043
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609
-124
1044
$5K ﹤0.01%
27
1045
$5K ﹤0.01%
24
+6
1046
$5K ﹤0.01%
26
+17
1047
$5K ﹤0.01%
189
+84
1048
$5K ﹤0.01%
190
1049
$5K ﹤0.01%
80
+18
1050
$5K ﹤0.01%
83
+11
40 41
42
43 44