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
$192M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$823K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$572K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K

Top Sells

1
+$545K
2
+$353K
3
+$323K
4
WM icon
Waste Management
WM
+$202K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$119K

Sector Composition

1 Technology 5.72%
2 Healthcare 4.61%
3 Financials 3.62%
4 Consumer Staples 2.67%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.75%
70,658
-17,428
27
$1.41M 0.73%
3
+1
28
$1.4M 0.73%
92,772
+14,892
29
$1.37M 0.71%
29,070
+5,385
30
$1.25M 0.65%
8,277
+63
31
$1.25M 0.65%
6,135
32
$1.08M 0.56%
67,208
+3,724
33
$1.02M 0.53%
19,861
+1,136
34
$1.01M 0.53%
9,898
+72
35
$987K 0.51%
20,892
+15
36
$891K 0.46%
8,441
+1,333
37
$889K 0.46%
5,503
+534
38
$811K 0.42%
4,069
+22
39
$791K 0.41%
5,902
+97
40
$675K 0.35%
2,563
+147
41
$672K 0.35%
2,128
+37
42
$650K 0.34%
5,628
-669
43
$646K 0.34%
1,260
-98
44
$642K 0.33%
2,686
-168
45
$641K 0.33%
3,549
-4
46
$635K 0.33%
7,600
+42
47
$622K 0.32%
5,154
48
$606K 0.32%
6,309
+18
49
$590K 0.31%
2,394
-193
50
$519K 0.27%
8,114
+18
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2
3 4