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
1176
$3K ﹤0.01%
96
+28
1177
$3K ﹤0.01%
370
1178
$3K ﹤0.01%
88
1179
$3K ﹤0.01%
59
+16
1180
$3K ﹤0.01%
43
+12
1181
$3K ﹤0.01%
116
-6
1182
$3K ﹤0.01%
157
-21
1183
$3K ﹤0.01%
212
+151
1184
$3K ﹤0.01%
25
+5
1185
$3K ﹤0.01%
100
+55
1186
$3K ﹤0.01%
284
+159
1187
$3K ﹤0.01%
70
+18
1188
$3K ﹤0.01%
40
+4
1189
$3K ﹤0.01%
32
+14
1190
$3K ﹤0.01%
30
+13
1191
$3K ﹤0.01%
189
+68
1192
$3K ﹤0.01%
244
+16
1193
$3K ﹤0.01%
230
+25
1194
$3K ﹤0.01%
47
+24
1195
$3K ﹤0.01%
99
+37
1196
$3K ﹤0.01%
19
1197
$3K ﹤0.01%
92
+40
1198
$3K ﹤0.01%
161
+47
1199
$3K ﹤0.01%
264
+41
1200
$3K ﹤0.01%
112
+49
46 47
48
49 50