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
1076
$5K ﹤0.01%
243
1077
$5K ﹤0.01%
101
+60
1078
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187
-35
1079
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177
+50
1080
$5K ﹤0.01%
18
1081
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305
1082
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382
+257
1083
$5K ﹤0.01%
598
-2,403
1084
$5K ﹤0.01%
63
+9
1085
$5K ﹤0.01%
94
+19
1086
$5K ﹤0.01%
45
+15
1087
$4K ﹤0.01%
120
1088
$4K ﹤0.01%
415
+132
1089
$4K ﹤0.01%
61
1090
$4K ﹤0.01%
43
+14
1091
$4K ﹤0.01%
122
+76
1092
$4K ﹤0.01%
114
+56
1093
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14
+6
1094
$4K ﹤0.01%
57
+6
1095
$4K ﹤0.01%
17
+4
1096
$4K ﹤0.01%
597
+107
1097
$4K ﹤0.01%
39
-2
1098
$4K ﹤0.01%
107
+50
1099
$4K ﹤0.01%
40
+8
1100
$4K ﹤0.01%
76
+7
42 43
44
45 46