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
1101
$4K ﹤0.01%
47
+12
1102
$4K ﹤0.01%
32
1103
$4K ﹤0.01%
455
-16
1104
$4K ﹤0.01%
4,932
-1,358
1105
$4K ﹤0.01%
49
+17
1106
$4K ﹤0.01%
32
+19
1107
$4K ﹤0.01%
23
1108
$4K ﹤0.01%
117
+12
1109
$4K ﹤0.01%
84
+20
1110
$4K ﹤0.01%
+337
1111
$4K ﹤0.01%
100
+12
1112
$4K ﹤0.01%
+138
1113
$4K ﹤0.01%
28
+12
1114
$4K ﹤0.01%
247
-9
1115
$4K ﹤0.01%
126
+33
1116
$4K ﹤0.01%
527
1117
$4K ﹤0.01%
187
+62
1118
$4K ﹤0.01%
53
+18
1119
$4K ﹤0.01%
83
+15
1120
$4K ﹤0.01%
153
+71
1121
$4K ﹤0.01%
74
-5
1122
$4K ﹤0.01%
86
+25
1123
$4K ﹤0.01%
+64
1124
$4K ﹤0.01%
24
+6
1125
$4K ﹤0.01%
150
+54
43 44
45
46 47