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
1401
$1K ﹤0.01%
37
+21
1402
$1K ﹤0.01%
21
-2
1403
$1K ﹤0.01%
81
+2
1404
$1K ﹤0.01%
59
+10
1405
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54
1406
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14
+1
1407
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50
+13
1408
$1K ﹤0.01%
28
-27
1409
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28
-1
1410
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30
-1
1411
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19
-4
1412
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38
-36
1413
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61
+5
1414
$1K ﹤0.01%
6
-10
1415
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60
+24
1416
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29
1417
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156
-22
1418
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9
+2
1419
$1K ﹤0.01%
154
+77
1420
$1K ﹤0.01%
134
+16
1421
$1K ﹤0.01%
256
+89
1422
$1K ﹤0.01%
59
-8
1423
$1K ﹤0.01%
27
+16
1424
$1K ﹤0.01%
305
+86
1425
$1K ﹤0.01%
15
-5
55 56
57
58 59