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
$291M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.01M
3
+$692K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$663K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$699K
2
+$355K
3
+$352K
4
GIS icon
General Mills
GIS
+$230K
5
AMD icon
Advanced Micro Devices
AMD
+$214K

Sector Composition

1 Technology 6.45%
2 Healthcare 3.89%
3 Financials 3.3%
4 Consumer Staples 1.79%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.63%
3
27
$1.73M 0.59%
80,847
-1,098
28
$1.61M 0.55%
6,651
+6
29
$1.58M 0.54%
66,450
+168
30
$1.56M 0.54%
10,689
-215
31
$1.47M 0.5%
31,098
-2,265
32
$1.4M 0.48%
20,623
-83
33
$1.36M 0.47%
8,253
-16
34
$1.3M 0.45%
12,225
+18
35
$1.22M 0.42%
10,296
+66
36
$1.14M 0.39%
2,372
-107
37
$1.11M 0.38%
5,498
-84
38
$988K 0.34%
36,980
+24,819
39
$940K 0.32%
5,481
-5
40
$858K 0.29%
3,894
-105
41
$734K 0.25%
3,797
-3
42
$726K 0.25%
2,110
+1
43
$710K 0.24%
2,788
+114
44
$666K 0.23%
1,229
+23
45
$652K 0.22%
5,923
-148
46
$648K 0.22%
1,191
-177
47
$617K 0.21%
3,362
+19
48
$605K 0.21%
1,378
-59
49
$597K 0.21%
2,007
50
$596K 0.2%
4,928
-226
1
2
3 4 5