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
1651
$0 ﹤0.01%
56
+32
1652
$0 ﹤0.01%
3
-11
1653
$0 ﹤0.01%
1
1654
$0 ﹤0.01%
6
1655
$0 ﹤0.01%
13
1656
$0 ﹤0.01%
14
+1
1657
$0 ﹤0.01%
8
-3
1658
– –
-13
1659
$0 ﹤0.01%
50
-1
1660
$0 ﹤0.01%
2
-9
1661
$0 ﹤0.01%
94
-17
1662
– –
-7
1663
– –
-5
1664
– –
-4
1665
$0 ﹤0.01%
8
1666
– –
-185
1667
$0 ﹤0.01%
30
-36
1668
– –
-266
1669
$0 ﹤0.01%
1
-12
1670
– –
-4
1671
$0 ﹤0.01%
+1
1672
– –
-1,500
1673
– –
-29
1674
– –
-1,738
1675
$0 ﹤0.01%
52
+37
65 66
67
68 69