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
1201
$3K ﹤0.01%
192
+53
1202
$3K ﹤0.01%
38
+13
1203
$3K ﹤0.01%
53
-8
1204
$3K ﹤0.01%
558
1205
$3K ﹤0.01%
101
+24
1206
$3K ﹤0.01%
138
1207
$3K ﹤0.01%
76
+15
1208
$3K ﹤0.01%
103
+14
1209
$3K ﹤0.01%
167
+85
1210
$3K ﹤0.01%
176
+59
1211
$3K ﹤0.01%
138
+126
1212
$3K ﹤0.01%
74
-22
1213
$3K ﹤0.01%
55
-1
1214
$3K ﹤0.01%
41
+3
1215
$3K ﹤0.01%
66
+8
1216
$3K ﹤0.01%
23
+11
1217
$3K ﹤0.01%
43
+2
1218
$3K ﹤0.01%
88
1219
$3K ﹤0.01%
27
-11
1220
$3K ﹤0.01%
27
+5
1221
$3K ﹤0.01%
81
-2
1222
$3K ﹤0.01%
52
+28
1223
$3K ﹤0.01%
44
-1
1224
$3K ﹤0.01%
676
+223
1225
$3K ﹤0.01%
88
-9
47 48
49
50 51