HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$629K
3
+$569K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$505K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$489K

Top Sells

1
+$219K
2
+$215K
3
+$53.7K
4
SHW icon
Sherwin-Williams
SHW
+$53.1K
5
PAYX icon
Paychex
PAYX
+$42.3K

Sector Composition

1 Technology 6.38%
2 Healthcare 3.88%
3 Financials 3.13%
4 Consumer Staples 2.2%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.66%
3
27
$1.53M 0.65%
69,648
-296
28
$1.51M 0.65%
86,754
-1,635
29
$1.43M 0.61%
6,479
-1
30
$1.33M 0.57%
28,307
+1,174
31
$1.24M 0.53%
8,175
-90
32
$1.17M 0.5%
65,704
+34
33
$1.09M 0.47%
20,898
+9
34
$975K 0.42%
10,023
+63
35
$926K 0.4%
8,674
+225
36
$918K 0.39%
4,066
+3
37
$858K 0.37%
5,902
-11
38
$765K 0.33%
2,564
-1
39
$740K 0.32%
5,490
+12
40
$730K 0.31%
19,892
+52
41
$687K 0.29%
1,860
42
$660K 0.28%
2,124
+2
43
$658K 0.28%
3,550
+7
44
$657K 0.28%
1,479
45
$647K 0.28%
1,459
+963
46
$589K 0.25%
2,682
+3
47
$587K 0.25%
5,249
-378
48
$584K 0.25%
5,154
49
$575K 0.25%
2,297
50
$568K 0.24%
720
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2
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