HWM
Hemington Wealth Management Portfolio holdings
AUM
$769M
1-Year Est. Return
13.16%
This Fund
S&P 500
1 Year Est. Return
+13.16%
AUM
$645M
AUM Growth
+$247M
(+62%)
Holding
1,821
Top Buys
| 1 | +$67.4M | |
| 2 | +$65.4M | |
| 3 | +$32.2M | |
| 4 |
DXUV
Dimensional US Vector Equity ETF
DXUV
|
+$27.7M |
| 5 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$19.4M |
Top Sells
| 1 | +$3.19M | |
| 2 | +$2.82M | |
| 3 | +$1.58M | |
| 4 |
Vanguard Value ETF
VTV
|
+$908K |
| 5 |
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% |