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
1576
$0 ﹤0.01%
7
-1
1577
– –
-2
1578
– –
-3
1579
$0 ﹤0.01%
66
+25
1580
– –
-1
1581
$0 ﹤0.01%
12
1582
$0 ﹤0.01%
1
1583
$0 ﹤0.01%
25
1584
– –
-149
1585
– –
-501
1586
– –
-7
1587
$0 ﹤0.01%
4
1588
$0 ﹤0.01%
158
+59
1589
$0 ﹤0.01%
82
-2
1590
$0 ﹤0.01%
28
+8
1591
– –
-3
1592
$0 ﹤0.01%
1
-12
1593
– –
-128
1594
$0 ﹤0.01%
81
+29
1595
$0 ﹤0.01%
17
+7
1596
$0 ﹤0.01%
27
-1
1597
$0 ﹤0.01%
17
-1
1598
$0 ﹤0.01%
12
-26
1599
$0 ﹤0.01%
20
-13
1600
– –
0
62 63
64
65 66