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
1426
$1K ﹤0.01%
24
1427
$1K ﹤0.01%
51
-3
1428
$1K ﹤0.01%
13
+11
1429
$1K ﹤0.01%
16
-6
1430
$1K ﹤0.01%
101
-23
1431
$1K ﹤0.01%
18
-1
1432
$1K ﹤0.01%
33
1433
$1K ﹤0.01%
9
+1
1434
$1K ﹤0.01%
21
+10
1435
$1K ﹤0.01%
67
+3
1436
$1K ﹤0.01%
99
+46
1437
$1K ﹤0.01%
68
+63
1438
$1K ﹤0.01%
53
1439
$1K ﹤0.01%
59
-4
1440
$1K ﹤0.01%
30
+13
1441
$1K ﹤0.01%
70
-58
1442
$1K ﹤0.01%
29
+21
1443
$1K ﹤0.01%
38
+27
1444
$1K ﹤0.01%
25
+3
1445
$1K ﹤0.01%
94
-11
1446
$1K ﹤0.01%
36
+3
1447
$1K ﹤0.01%
9
1448
$1K ﹤0.01%
61
+48
1449
$1K ﹤0.01%
113
+61
1450
$1K ﹤0.01%
18
+14
56 57
58
59 60