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
1276
$2K ﹤0.01%
42
1277
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125
-21
1278
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132
-183
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45
+23
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16
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62
+35
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+26
1283
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204
+132
1284
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48
-1
1285
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30
1286
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553
+356
1287
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64
+6
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$2K ﹤0.01%
201
+87
1289
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134
+21
1290
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232
+91
1291
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110
1292
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82
-19
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19
+3
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$2K ﹤0.01%
332
+143
1295
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35
-48
1296
$2K ﹤0.01%
126
+28
1297
$2K ﹤0.01%
25
+11
1298
$2K ﹤0.01%
76
-11
1299
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92
+6
1300
$2K ﹤0.01%
40
50 51
52
53 54