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
1326
$2K ﹤0.01%
15
+5
1327
$2K ﹤0.01%
47
+20
1328
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60
+26
1329
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100
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1330
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339
+275
1331
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108
-8
1332
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66
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1333
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79
1334
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+59
1335
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108
-12
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39
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36
-8
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89
+23
1339
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33
+11
1340
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31
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1341
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9
-2
1342
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73
+2
1343
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323
-43
1344
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88
+20
1345
$2K ﹤0.01%
+97
1346
$2K ﹤0.01%
16
+8
1347
$2K ﹤0.01%
42
+10
1348
$2K ﹤0.01%
30
+9
1349
$2K ﹤0.01%
113
+43
1350
$2K ﹤0.01%
136
+26
52 53
54
55 56