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
1326
$2K ﹤0.01%
44
1327
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38
+16
1328
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91
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20
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66
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66
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115
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40
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199
+39
1339
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148
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1343
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1344
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15
+5
1345
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47
+20
1346
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60
+26
1347
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100
+36
1348
$2K ﹤0.01%
339
+275
1349
$2K ﹤0.01%
108
-8
1350
$2K ﹤0.01%
66
+8
52 53
54
55 56