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%
171
+117
1152
$4K ﹤0.01%
66
-1
1153
$4K ﹤0.01%
59
+17
1154
$4K ﹤0.01%
131
+38
1155
$4K ﹤0.01%
275
+70
1156
$4K ﹤0.01%
153
+9
1157
$4K ﹤0.01%
156
-2
1158
$3K ﹤0.01%
341
+141
1159
$3K ﹤0.01%
195
-2
1160
$3K ﹤0.01%
85
+26
1161
$3K ﹤0.01%
23
+8
1162
$3K ﹤0.01%
23
-4
1163
$3K ﹤0.01%
46
-20
1164
$3K ﹤0.01%
90
1165
$3K ﹤0.01%
133
+11
1166
$3K ﹤0.01%
89
+27
1167
$3K ﹤0.01%
55
+1
1168
$3K ﹤0.01%
28
-5
1169
$3K ﹤0.01%
39
+14
1170
$3K ﹤0.01%
10
1171
$3K ﹤0.01%
84
-1
1172
$3K ﹤0.01%
22
-20
1173
$3K ﹤0.01%
142
+67
1174
$3K ﹤0.01%
114
+13
1175
$3K ﹤0.01%
109
+72
45 46
47
48 49