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
$192M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$823K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$572K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K

Top Sells

1
+$545K
2
+$353K
3
+$323K
4
WM icon
Waste Management
WM
+$202K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$119K

Sector Composition

1 Technology 5.72%
2 Healthcare 4.61%
3 Financials 3.62%
4 Consumer Staples 2.67%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$506K 0.26%
2,297
-229
52
$495K 0.26%
+1,860
53
$487K 0.25%
4,392
+776
54
$485K 0.25%
4,419
-71
55
$476K 0.25%
1,543
-304
56
$469K 0.24%
1,437
-48
57
$460K 0.24%
4,589
+27
58
$455K 0.24%
3,056
+21
59
$453K 0.24%
2,763
-495
60
$450K 0.23%
6,259
-117
61
$442K 0.23%
2,124
+6
62
$430K 0.22%
3,897
-721
63
$426K 0.22%
+19,077
64
$419K 0.22%
1,044
-227
65
$417K 0.22%
1,639
-17
66
$411K 0.21%
739
-30
67
$408K 0.21%
1,667
+6
68
$389K 0.2%
5,094
-104
69
$384K 0.2%
11,669
+1,937
70
$382K 0.2%
4,010
+10
71
$364K 0.19%
1,468
-322
72
$351K 0.18%
4,182
+10
73
$344K 0.18%
485
+4
74
$333K 0.17%
4,078
+50
75
$326K 0.17%
2,762
+35
1 2
3
4