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
1151
$4K ﹤0.01%
91
+39
1152
$4K ﹤0.01%
36
-13
1153
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171
+117
1154
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23
1155
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131
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275
+70
1157
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+9
1158
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55
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1159
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558
1160
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101
+24
1161
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1162
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76
+15
1163
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23
+11
1164
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43
+2
1165
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1166
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1167
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27
+5
1168
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81
-2
1169
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52
+28
1170
$3K ﹤0.01%
44
-1
1171
$3K ﹤0.01%
676
+223
1172
$3K ﹤0.01%
58
+32
1173
$3K ﹤0.01%
142
+67
1174
$3K ﹤0.01%
114
+13
1175
$3K ﹤0.01%
39
45 46
47
48 49