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
1151
$4K ﹤0.01%
468
+283
1152
$4K ﹤0.01%
66
-1
1153
$4K ﹤0.01%
59
+17
1154
$4K ﹤0.01%
+337
1155
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100
+12
1156
$4K ﹤0.01%
+138
1157
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28
+12
1158
$3K ﹤0.01%
341
+141
1159
$3K ﹤0.01%
195
-2
1160
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85
+26
1161
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103
+14
1162
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28
-5
1163
$3K ﹤0.01%
167
+85
1164
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176
+59
1165
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138
+126
1166
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10
1167
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23
+8
1168
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23
-4
1169
$3K ﹤0.01%
46
-20
1170
$3K ﹤0.01%
90
1171
$3K ﹤0.01%
133
+11
1172
$3K ﹤0.01%
89
+27
1173
$3K ﹤0.01%
55
+1
1174
$3K ﹤0.01%
558
1175
$3K ﹤0.01%
101
+24
45 46
47
48 49