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
1051
$5K ﹤0.01%
219
+101
1052
$5K ﹤0.01%
74
+13
1053
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48
+16
1054
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169
+138
1055
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223
+25
1056
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156
+71
1057
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298
+110
1058
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157
+25
1059
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127
+48
1060
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46
+7
1061
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285
+87
1062
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82
+27
1063
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146
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1065
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267
-30
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34
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-106
1068
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173
+104
1069
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204
+107
1070
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88
-9
1071
$5K ﹤0.01%
29
+12
1072
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43
+6
1073
$5K ﹤0.01%
144
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1074
$5K ﹤0.01%
111
+29
1075
$5K ﹤0.01%
22
-2
41 42
43
44 45