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
$174M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.37M
3
+$6.34M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$642K
5
VV icon
Vanguard Large-Cap ETF
VV
+$572K

Top Sells

1
+$372K
2
+$237K
3
+$235K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$230K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$229K

Sector Composition

1 Technology 6.57%
2 Healthcare 4.89%
3 Financials 3.51%
4 Consumer Staples 2.79%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.28%
3,333
52
$469K 0.27%
2,576
53
$451K 0.26%
1,877
54
$450K 0.26%
5,318
55
$437K 0.25%
1,520
56
$436K 0.25%
3,090
+42
57
$418K 0.24%
1,696
-42
58
$405K 0.23%
1,830
59
$388K 0.22%
8,096
60
$388K 0.22%
4,525
+1,310
61
$380K 0.22%
4,000
62
$372K 0.21%
23,676
-40
63
$361K 0.21%
6,516
64
$360K 0.21%
4,267
65
$359K 0.21%
789
66
$352K 0.2%
3,220
67
$339K 0.2%
6,672
+378
68
$330K 0.19%
1,661
69
$323K 0.19%
3,548
+304
70
$319K 0.18%
2,976
+214
71
$294K 0.17%
3,664
+800
72
$293K 0.17%
481
73
$286K 0.16%
2,843
74
$285K 0.16%
1,274
75
$282K 0.16%
1,997
+134
1 2
3
4 5