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
1076
$5K ﹤0.01%
27
1077
$5K ﹤0.01%
121
+17
1078
$5K ﹤0.01%
80
+18
1079
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24
+6
1080
$5K ﹤0.01%
158
1081
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67
+18
1082
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192
+61
1083
$5K ﹤0.01%
160
+98
1084
$5K ﹤0.01%
26
+17
1085
$5K ﹤0.01%
43
+6
1086
$5K ﹤0.01%
45
+15
1087
$4K ﹤0.01%
120
1088
$4K ﹤0.01%
114
+56
1089
$4K ﹤0.01%
14
+6
1090
$4K ﹤0.01%
57
+27
1091
$4K ﹤0.01%
29
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1092
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52
+13
1093
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47
1094
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32
1095
$4K ﹤0.01%
455
-16
1096
$4K ﹤0.01%
4,932
-1,358
1097
$4K ﹤0.01%
116
+18
1098
$4K ﹤0.01%
83
+15
1099
$4K ﹤0.01%
153
+71
1100
$4K ﹤0.01%
74
-5
42 43
44
45 46