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
1276
$2K ﹤0.01%
332
+143
1277
$2K ﹤0.01%
35
-48
1278
$2K ﹤0.01%
126
+28
1279
$2K ﹤0.01%
46
-5
1280
$2K ﹤0.01%
65
1281
$2K ﹤0.01%
83
+10
1282
$2K ﹤0.01%
50
+15
1283
$2K ﹤0.01%
8
1284
$2K ﹤0.01%
63
+33
1285
$2K ﹤0.01%
+100
1286
$2K ﹤0.01%
130
-1
1287
$2K ﹤0.01%
114
+8
1288
$2K ﹤0.01%
42
+19
1289
$2K ﹤0.01%
36
+2
1290
$2K ﹤0.01%
26
1291
$2K ﹤0.01%
35
+28
1292
$2K ﹤0.01%
208
+149
1293
$2K ﹤0.01%
71
+34
1294
$2K ﹤0.01%
167
+68
1295
$2K ﹤0.01%
108
+25
1296
$2K ﹤0.01%
37
+12
1297
$2K ﹤0.01%
93
+5
1298
$2K ﹤0.01%
1,317
1299
$2K ﹤0.01%
156
-23
1300
$2K ﹤0.01%
115
-23
50 51
52
53 54