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
1626
– –
-1,196
1627
$0 ﹤0.01%
29
+1
1628
$0 ﹤0.01%
14
-28
1629
$0 ﹤0.01%
10
1630
$0 ﹤0.01%
11
-2
1631
$0 ﹤0.01%
61
1632
$0 ﹤0.01%
10
+5
1633
$0 ﹤0.01%
12
-17
1634
$0 ﹤0.01%
53
+11
1635
$0 ﹤0.01%
23
+20
1636
$0 ﹤0.01%
10
+4
1637
$0 ﹤0.01%
20
-8
1638
$0 ﹤0.01%
+5
1639
$0 ﹤0.01%
3
1640
$0 ﹤0.01%
19
-1
1641
– –
-35
1642
– –
-48
1643
– –
-38
1644
– –
-241
1645
– –
-32
1646
– –
-132
1647
– –
-9
1648
– –
-41
1649
– –
-12
1650
– –
-78
64 65
66
67 68