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
+$66M
2
+$63.9M
3
+$32.6M
4
DXUV
Dimensional US Vector Equity ETF
DXUV
+$26.3M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$19.8M

Top Sells

1
+$3.02M
2
+$2.62M
3
+$1.64M
4
VTV icon
Vanguard Value ETF
VTV
+$899K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$698K

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
726
$13K ﹤0.01%
1,266
+719
727
$13K ﹤0.01%
329
+21
728
$13K ﹤0.01%
198
+32
729
$13K ﹤0.01%
120
+13
730
$13K ﹤0.01%
154
+39
731
$13K ﹤0.01%
73
+1
732
$13K ﹤0.01%
368
+51
733
$13K ﹤0.01%
332
+132
734
$13K ﹤0.01%
129
+45
735
$13K ﹤0.01%
131
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736
$13K ﹤0.01%
183
+21
737
$13K ﹤0.01%
56
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738
$13K ﹤0.01%
120
+46
739
$13K ﹤0.01%
431
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740
$12K ﹤0.01%
136
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741
$12K ﹤0.01%
187
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742
$12K ﹤0.01%
34
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743
$12K ﹤0.01%
190
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744
$12K ﹤0.01%
400
745
$12K ﹤0.01%
134
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746
$12K ﹤0.01%
1,095
747
$12K ﹤0.01%
159
+29
748
$12K ﹤0.01%
69
+23
749
$12K ﹤0.01%
258
+68
750
$12K ﹤0.01%
168
+15
28 29
30
31 32