HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $408M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.87M
3
+$1.86M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.51M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.5M

Top Sells

1
+$2.26M
2
+$1.05M
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$388K
5
WM icon
Waste Management
WM
+$295K

Sector Composition

1 Technology 5.65%
2 Financials 3.14%
3 Healthcare 2.66%
4 Consumer Staples 1.68%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.93%
134,651
+35,195
27
$2.63M 0.74%
14,888
-670
28
$2.18M 0.62%
22,311
29
$1.72M 0.49%
6,140
-57
30
$1.69M 0.48%
5,824
-273
31
$1.59M 0.45%
33,168
-242
32
$1.53M 0.43%
10,284
-190
33
$1.51M 0.43%
9,876
+1
34
$1.46M 0.41%
2
35
$1.31M 0.37%
8,252
36
$1.23M 0.35%
11,788
37
$1.03M 0.29%
5,531
38
$1M 0.28%
4,576
+1,242
39
$998K 0.28%
39,442
-29,756
40
$949K 0.27%
1,537
41
$945K 0.27%
1,280
+285
42
$929K 0.26%
4,250
+101
43
$858K 0.24%
8,122
+2
44
$800K 0.23%
2,738
45
$784K 0.22%
2,139
+4
46
$769K 0.22%
3,464
-328
47
$709K 0.2%
5,317
-1
48
$682K 0.19%
2,007
49
$674K 0.19%
4,269
+1,386
50
$649K 0.18%
4,459
1
2
3 4 5