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
1726
$0 ﹤0.01%
25
1727
$0 ﹤0.01%
22
-1
1728
– –
-2
1729
$0 ﹤0.01%
6
1730
$0 ﹤0.01%
8
1731
– –
-230
1732
$0 ﹤0.01%
7
1733
$0 ﹤0.01%
14
-12
1734
$0 ﹤0.01%
500
1735
$0 ﹤0.01%
3
+1
1736
$0 ﹤0.01%
25
-108
1737
$0 ﹤0.01%
4
-7
1738
$0 ﹤0.01%
21
-5
1739
– –
-61
1740
– –
-1,327
1741
$0 ﹤0.01%
7
-4
1742
$0 ﹤0.01%
7
+1
1743
$0 ﹤0.01%
2
-21
1744
$0 ﹤0.01%
25
1745
$0 ﹤0.01%
2
1746
– –
-110
1747
– –
-148
1748
$0 ﹤0.01%
17
+7
1749
$0 ﹤0.01%
9
+1
1750
$0 ﹤0.01%
5
+1
68 69
70
71 72