HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $420M
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.01M
3
+$5.65M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.47M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.07M

Top Sells

1
+$10.1M
2
+$1.7M
3
+$1.41M
4
ORCL icon
Oracle
ORCL
+$929K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$875K

Sector Composition

1 Financials 2.81%
2 Technology 2.55%
3 Healthcare 1.78%
4 Industrials 1.51%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.66%
13,710
-1,178
27
$2.08M 0.54%
4,010
-19,853
28
$1.86M 0.48%
77,905
+57,426
29
$1.82M 0.47%
24,812
+252
30
$1.69M 0.44%
16,371
-5,940
31
$1.64M 0.42%
5,190
-634
32
$1.62M 0.42%
33,552
+384
33
$1.57M 0.41%
9,956
-328
34
$1.51M 0.39%
2
35
$1.46M 0.38%
7,866
-2,010
36
$1.26M 0.33%
11,788
37
$1.02M 0.27%
1,536
-1
38
$1M 0.26%
4,576
39
$987K 0.26%
35,388
-4,054
40
$961K 0.25%
4,151
-1,380
41
$893K 0.23%
8,122
42
$832K 0.22%
2,738
43
$734K 0.19%
2,007
44
$710K 0.18%
3,807
-462
45
$665K 0.17%
5,955
+1
46
$664K 0.17%
2,207
47
$655K 0.17%
1,378
48
$611K 0.16%
2,486
-64
49
$609K 0.16%
2,028
50
$599K 0.16%
816
-464
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