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%
39
1202
$3K ﹤0.01%
24
+11
1203
$3K ﹤0.01%
19
+5
1204
$3K ﹤0.01%
370
1205
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176
+107
1206
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13
1207
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203
+55
1208
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29
+8
1209
$3K ﹤0.01%
155
-49
1210
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60
+23
1211
$3K ﹤0.01%
86
-36
1212
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27
+15
1213
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132
+21
1214
$3K ﹤0.01%
88
1215
$3K ﹤0.01%
59
+16
1216
$3K ﹤0.01%
9
-7
1217
$3K ﹤0.01%
86
1218
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92
+62
1219
$3K ﹤0.01%
284
+159
1220
$3K ﹤0.01%
107
+21
1221
$3K ﹤0.01%
57
+31
1222
$3K ﹤0.01%
62
+14
1223
$3K ﹤0.01%
30
+13
1224
$3K ﹤0.01%
189
+68
1225
$3K ﹤0.01%
244
+16
47 48
49
50 51