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%
96
-7
1027
$5K ﹤0.01%
219
+101
1028
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74
+13
1029
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48
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1030
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169
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1031
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223
+25
1032
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156
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1033
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298
+110
1034
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157
+25
1035
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127
+48
1036
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46
+7
1037
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285
+87
1038
$5K ﹤0.01%
82
+27
1039
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267
-30
1042
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34
+11
1043
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92
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1044
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193
-106
1045
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173
+104
1046
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204
+107
1047
$5K ﹤0.01%
39
+24
1048
$5K ﹤0.01%
88
-9
1049
$5K ﹤0.01%
144
-8
1050
$5K ﹤0.01%
111
+29
40 41
42
43 44