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
1301
$2K ﹤0.01%
138
+4
1302
$2K ﹤0.01%
44
1303
$2K ﹤0.01%
38
+16
1304
$2K ﹤0.01%
80
-1
1305
$2K ﹤0.01%
91
-12
1306
$2K ﹤0.01%
20
+5
1307
$2K ﹤0.01%
39
+32
1308
$2K ﹤0.01%
25
+11
1309
$2K ﹤0.01%
76
-11
1310
$2K ﹤0.01%
92
+6
1311
$2K ﹤0.01%
40
1312
$2K ﹤0.01%
20
+4
1313
$2K ﹤0.01%
66
+2
1314
$2K ﹤0.01%
47
1315
$2K ﹤0.01%
77
+40
1316
$2K ﹤0.01%
66
+16
1317
$2K ﹤0.01%
115
+54
1318
$2K ﹤0.01%
40
+7
1319
$2K ﹤0.01%
48
1320
$2K ﹤0.01%
199
+39
1321
$2K ﹤0.01%
148
-55
1322
$2K ﹤0.01%
62
-39
1323
$2K ﹤0.01%
65
+18
1324
$2K ﹤0.01%
63
+22
1325
$2K ﹤0.01%
58
+20
51 52
53
54 55