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
601
$18K ﹤0.01%
542
+94
602
$18K ﹤0.01%
57
+15
603
$18K ﹤0.01%
85
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604
$18K ﹤0.01%
316
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605
$18K ﹤0.01%
23
606
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607
$18K ﹤0.01%
574
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608
$18K ﹤0.01%
518
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609
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71
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610
$18K ﹤0.01%
86
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611
$18K ﹤0.01%
234
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612
$18K ﹤0.01%
69
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613
$18K ﹤0.01%
396
614
$18K ﹤0.01%
239
615
$17K ﹤0.01%
100
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616
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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621
$17K ﹤0.01%
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$17K ﹤0.01%
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623
$17K ﹤0.01%
105
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$17K ﹤0.01%
526
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625
$17K ﹤0.01%
97
+17
23 24
25
26 27