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
$321M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.7M
3
+$1.68M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.45M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$727K

Top Sells

1
+$3.11M
2
+$360K
3
+$239K
4
BP icon
BP
BP
+$226K
5
DIS icon
Walt Disney
DIS
+$217K

Sector Composition

1 Technology 6.03%
2 Healthcare 3.62%
3 Financials 3.16%
4 Consumer Staples 1.92%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.65%
3
27
$1.82M 0.57%
80,370
-477
28
$1.77M 0.55%
6,698
+47
29
$1.7M 0.53%
10,514
-175
30
$1.67M 0.52%
20,695
+72
31
$1.62M 0.5%
62,806
-3,644
32
$1.59M 0.5%
56,398
+19,418
33
$1.54M 0.48%
31,942
+844
34
$1.43M 0.45%
8,252
-1
35
$1.41M 0.44%
10,361
+65
36
$1.34M 0.42%
12,320
+95
37
$1.16M 0.36%
5,498
38
$1.08M 0.34%
5,483
+2
39
$1.07M 0.33%
2,189
-183
40
$1.03M 0.32%
3,811
-83
41
$855K 0.27%
2,110
42
$834K 0.26%
2,738
-50
43
$708K 0.22%
3,802
+5
44
$695K 0.22%
4,079
45
$682K 0.21%
1,189
-2
46
$668K 0.21%
5,974
+1
47
$667K 0.21%
1,166
+667
48
$661K 0.21%
1,271
+42
49
$659K 0.21%
2,381
50
$657K 0.21%
1,378
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2
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