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%
309
+12
1402
$1K ﹤0.01%
26
-5
1403
$1K ﹤0.01%
+30
1404
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137
1405
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19
-39
1406
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58
+41
1407
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35
-15
1408
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29
-9
1409
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141
-116
1410
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37
+21
1411
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81
+2
1412
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59
+10
1413
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54
1414
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38
-10
1415
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50
+13
1416
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-27
1417
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28
-1
1418
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57
-3
1419
$1K ﹤0.01%
238
+34
1420
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192
+10
1421
$1K ﹤0.01%
69
+10
1422
$1K ﹤0.01%
6
-10
1423
$1K ﹤0.01%
34
+2
1424
$1K ﹤0.01%
131
1425
$1K ﹤0.01%
46
+12
55 56
57
58 59