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
1226
$3K ﹤0.01%
22
-20
1227
$3K ﹤0.01%
230
+25
1228
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47
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43
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1230
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+151
1231
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99
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+55
1233
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28
+2
1234
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108
+68
1235
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70
+18
1236
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40
+4
1237
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32
+14
1238
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68
+43
1239
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84
-1
1240
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109
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1241
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96
+28
1242
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19
1243
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116
-6
1244
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157
-21
1245
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25
+5
1246
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92
+40
1247
$3K ﹤0.01%
161
+47
1248
$3K ﹤0.01%
264
+41
1249
$3K ﹤0.01%
112
+49
1250
$3K ﹤0.01%
53
-8
48 49
50
51 52