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
1226
$3K ﹤0.01%
192
+53
1227
$3K ﹤0.01%
38
+13
1228
$3K ﹤0.01%
39
+14
1229
$3K ﹤0.01%
341
+141
1230
$3K ﹤0.01%
195
-2
1231
$3K ﹤0.01%
85
+26
1232
$3K ﹤0.01%
103
+14
1233
$3K ﹤0.01%
28
-5
1234
$3K ﹤0.01%
167
+85
1235
$3K ﹤0.01%
176
+59
1236
$3K ﹤0.01%
138
+126
1237
$3K ﹤0.01%
74
-22
1238
$3K ﹤0.01%
55
-1
1239
$3K ﹤0.01%
41
+3
1240
$3K ﹤0.01%
10
1241
$3K ﹤0.01%
66
+8
1242
$3K ﹤0.01%
23
+8
1243
$3K ﹤0.01%
23
-4
1244
$3K ﹤0.01%
46
-20
1245
$3K ﹤0.01%
90
1246
$3K ﹤0.01%
88
-9
1247
$3K ﹤0.01%
59
+22
1248
$3K ﹤0.01%
42
+3
1249
$3K ﹤0.01%
100
1250
$3K ﹤0.01%
32
+19
48 49
50
51 52