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
1351
$2K ﹤0.01%
65
1352
$2K ﹤0.01%
83
+10
1353
$2K ﹤0.01%
50
+15
1354
$1K ﹤0.01%
14
-3
1355
$1K ﹤0.01%
68
-3
1356
$1K ﹤0.01%
95
1357
$1K ﹤0.01%
20
+11
1358
$1K ﹤0.01%
91
1359
$1K ﹤0.01%
83
+47
1360
$1K ﹤0.01%
40
+3
1361
$1K ﹤0.01%
6
+2
1362
$1K ﹤0.01%
35
-2
1363
$1K ﹤0.01%
42
+21
1364
$1K ﹤0.01%
32
-32
1365
$1K ﹤0.01%
29
-158
1366
$1K ﹤0.01%
17
-16
1367
$1K ﹤0.01%
36
-6
1368
$1K ﹤0.01%
63
1369
$1K ﹤0.01%
44
-1
1370
$1K ﹤0.01%
25
-8
1371
$1K ﹤0.01%
208
-52
1372
$1K ﹤0.01%
96
+61
1373
$1K ﹤0.01%
18
-7
1374
$1K ﹤0.01%
38
+4
1375
$1K ﹤0.01%
39
+16
53 54
55
56 57