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
$216M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$1.41M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.22M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M

Top Sells

1
+$92.1K
2
+$70.7K
3
+$50.8K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$26.8K
5
DIS icon
Walt Disney
DIS
+$20.7K

Sector Composition

1 Technology 6.02%
2 Healthcare 3.85%
3 Financials 3.22%
4 Consumer Staples 2.41%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.68%
69,944
-714
27
$1.43M 0.66%
88,389
-4,383
28
$1.4M 0.65%
3
29
$1.37M 0.63%
6,480
+345
30
$1.29M 0.6%
27,133
-1,937
31
$1.23M 0.57%
8,265
-12
32
$1.14M 0.53%
65,670
-1,538
33
$1.12M 0.52%
9,960
+62
34
$1.03M 0.47%
20,889
-3
35
$910K 0.42%
8,449
+8
36
$873K 0.4%
5,478
-25
37
$812K 0.38%
4,063
-6
38
$809K 0.37%
19,840
-21
39
$771K 0.36%
5,913
+11
40
$717K 0.33%
2,565
+2
41
$680K 0.31%
1,479
+219
42
$646K 0.3%
3,543
-6
43
$645K 0.3%
5,627
-1
44
$626K 0.29%
2,122
-6
45
$604K 0.28%
5,154
46
$597K 0.28%
1,860
47
$596K 0.28%
2,679
-7
48
$585K 0.27%
7,588
-12
49
$559K 0.26%
2,297
50
$546K 0.25%
6,271
-38
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