HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $354M
1-Year Est. Return 12.73%
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.37M
3
+$6.34M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$642K
5
VV icon
Vanguard Large-Cap ETF
VV
+$572K

Top Sells

1
+$372K
2
+$237K
3
+$235K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$230K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$229K

Sector Composition

1 Technology 6.57%
2 Healthcare 4.89%
3 Financials 3.51%
4 Consumer Staples 2.79%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.75%
66,350
-52
27
$1.22M 0.71%
82,248
-474
28
$1.19M 0.68%
8,269
+529
29
$1.16M 0.67%
9,769
+45
30
$1.12M 0.65%
5,706
-451
31
$982K 0.57%
18,725
32
$853K 0.49%
21,057
-201
33
$818K 0.47%
2
34
$769K 0.44%
5,019
+1,168
35
$727K 0.42%
6,387
36
$707K 0.41%
4,047
-54
37
$687K 0.4%
6,097
38
$655K 0.38%
1,358
+582
39
$611K 0.35%
2,909
-60
40
$608K 0.35%
2,461
-33
41
$606K 0.35%
5,154
42
$603K 0.35%
7,780
43
$599K 0.35%
2,637
44
$586K 0.34%
3,516
45
$533K 0.31%
1,945
+66
46
$528K 0.3%
2,183
-11
47
$506K 0.29%
6,366
48
$502K 0.29%
1,306
49
$499K 0.29%
4,612
+35
50
$498K 0.29%
4,580
+534
1
2
3 4 5