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
1201
$3K ﹤0.01%
31
1202
$3K ﹤0.01%
230
+25
1203
$3K ﹤0.01%
47
+24
1204
$3K ﹤0.01%
43
+12
1205
$3K ﹤0.01%
212
+151
1206
$3K ﹤0.01%
99
+37
1207
$3K ﹤0.01%
100
+55
1208
$3K ﹤0.01%
28
+2
1209
$3K ﹤0.01%
108
+68
1210
$3K ﹤0.01%
70
+18
1211
$3K ﹤0.01%
40
+4
1212
$3K ﹤0.01%
32
+14
1213
$3K ﹤0.01%
68
+43
1214
$3K ﹤0.01%
84
-1
1215
$3K ﹤0.01%
109
+72
1216
$3K ﹤0.01%
96
+28
1217
$3K ﹤0.01%
19
1218
$3K ﹤0.01%
116
-6
1219
$3K ﹤0.01%
157
-21
1220
$3K ﹤0.01%
25
+5
1221
$3K ﹤0.01%
92
+40
1222
$3K ﹤0.01%
161
+47
1223
$3K ﹤0.01%
264
+41
1224
$3K ﹤0.01%
112
+49
1225
$3K ﹤0.01%
53
-8
47 48
49
50 51