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
1026
$5K ﹤0.01%
156
+71
1027
$5K ﹤0.01%
298
+110
1028
$5K ﹤0.01%
157
+25
1029
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127
+48
1030
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46
+7
1031
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285
+87
1032
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82
+27
1033
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-3
1034
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47
1035
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267
-30
1036
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34
+11
1037
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92
+21
1038
$5K ﹤0.01%
193
-106
1039
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243
1040
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66
+13
1041
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67
+40
1042
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187
-35
1043
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598
-2,403
1044
$5K ﹤0.01%
63
+9
1045
$5K ﹤0.01%
94
+19
1046
$5K ﹤0.01%
189
+84
1047
$5K ﹤0.01%
190
1048
$5K ﹤0.01%
158
1049
$5K ﹤0.01%
36
+3
1050
$5K ﹤0.01%
95
-30
40 41
42
43 44