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
1251
$3K ﹤0.01%
107
+21
1252
$3K ﹤0.01%
57
+31
1253
$3K ﹤0.01%
62
+14
1254
$2K ﹤0.01%
39
-11
1255
$2K ﹤0.01%
42
+10
1256
$2K ﹤0.01%
30
+9
1257
$2K ﹤0.01%
113
+43
1258
$2K ﹤0.01%
148
-55
1259
$2K ﹤0.01%
35
+28
1260
$2K ﹤0.01%
16
+8
1261
$2K ﹤0.01%
235
+29
1262
$2K ﹤0.01%
167
+68
1263
$2K ﹤0.01%
108
+25
1264
$2K ﹤0.01%
62
-39
1265
$2K ﹤0.01%
65
+18
1266
$2K ﹤0.01%
72
-1
1267
$2K ﹤0.01%
16
+5
1268
$2K ﹤0.01%
115
-23
1269
$2K ﹤0.01%
62
+35
1270
$2K ﹤0.01%
58
+20
1271
$2K ﹤0.01%
15
+5
1272
$2K ﹤0.01%
47
+20
1273
$2K ﹤0.01%
100
+36
1274
$2K ﹤0.01%
19
+3
1275
$2K ﹤0.01%
332
+143
49 50
51
52 53