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
526
$24K ﹤0.01%
838
+98
527
$24K ﹤0.01%
270
+40
528
$24K ﹤0.01%
259
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529
$24K ﹤0.01%
1,281
-13
530
$24K ﹤0.01%
220
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531
$23K ﹤0.01%
531
+190
532
$23K ﹤0.01%
209
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533
$23K ﹤0.01%
340
-3
534
$23K ﹤0.01%
88
+15
535
$23K ﹤0.01%
194
536
$23K ﹤0.01%
204
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537
$23K ﹤0.01%
932
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538
$23K ﹤0.01%
107
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539
$23K ﹤0.01%
75
540
$23K ﹤0.01%
460
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541
$23K ﹤0.01%
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$23K ﹤0.01%
318
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543
$23K ﹤0.01%
290
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$23K ﹤0.01%
95
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545
$23K ﹤0.01%
209
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546
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118
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547
$23K ﹤0.01%
348
548
$23K ﹤0.01%
+228
549
$22K ﹤0.01%
282
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550
$22K ﹤0.01%
163
+21
20 21
22
23 24