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
1301
$2K ﹤0.01%
37
+12
1302
$2K ﹤0.01%
93
+5
1303
$2K ﹤0.01%
1,317
1304
$2K ﹤0.01%
156
-23
1305
$2K ﹤0.01%
138
+4
1306
$2K ﹤0.01%
68
+16
1307
$2K ﹤0.01%
115
+54
1308
$2K ﹤0.01%
48
1309
$2K ﹤0.01%
60
+26
1310
$2K ﹤0.01%
79
1311
$2K ﹤0.01%
42
+19
1312
$2K ﹤0.01%
36
-8
1313
$2K ﹤0.01%
89
+23
1314
$2K ﹤0.01%
33
+11
1315
$2K ﹤0.01%
31
+18
1316
$2K ﹤0.01%
9
-2
1317
$2K ﹤0.01%
73
+2
1318
$2K ﹤0.01%
323
-43
1319
$2K ﹤0.01%
88
+20
1320
$2K ﹤0.01%
108
-12
1321
$2K ﹤0.01%
45
-6
1322
$2K ﹤0.01%
+97
1323
$2K ﹤0.01%
56
+28
1324
$2K ﹤0.01%
61
+11
1325
$2K ﹤0.01%
63
+22
51 52
53
54 55