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
1101
$4K ﹤0.01%
86
+25
1102
$4K ﹤0.01%
61
1103
$4K ﹤0.01%
43
+14
1104
$4K ﹤0.01%
122
+76
1105
$4K ﹤0.01%
+64
1106
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24
+6
1107
$4K ﹤0.01%
150
+54
1108
$4K ﹤0.01%
90
+18
1109
$4K ﹤0.01%
57
+6
1110
$4K ﹤0.01%
17
+4
1111
$4K ﹤0.01%
597
+107
1112
$4K ﹤0.01%
39
-2
1113
$4K ﹤0.01%
107
+50
1114
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65
-4
1115
$4K ﹤0.01%
55
-15
1116
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43
+15
1117
$4K ﹤0.01%
66
+19
1118
$4K ﹤0.01%
36
1119
$4K ﹤0.01%
55
1120
$4K ﹤0.01%
173
-93
1121
$4K ﹤0.01%
45
+1
1122
$4K ﹤0.01%
106
+10
1123
$4K ﹤0.01%
81
+9
1124
$4K ﹤0.01%
165
+67
1125
$4K ﹤0.01%
48
+5
43 44
45
46 47