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
$216M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$1.41M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.22M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M

Top Sells

1
+$92.1K
2
+$70.7K
3
+$50.8K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$26.8K
5
DIS icon
Walt Disney
DIS
+$20.7K

Sector Composition

1 Technology 6.02%
2 Healthcare 3.85%
3 Financials 3.22%
4 Consumer Staples 2.41%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.25%
2,765
+2
52
$511K 0.24%
1,437
53
$507K 0.23%
2,391
-3
54
$506K 0.23%
3,055
-1
55
$496K 0.23%
720
-19
56
$488K 0.23%
8,111
-3
57
$476K 0.22%
1,667
58
$468K 0.22%
4,398
+6
59
$459K 0.21%
19,077
60
$447K 0.21%
4,414
-5
61
$443K 0.2%
1,542
-1
62
$433K 0.2%
1,043
-1
63
$429K 0.2%
3,915
+18
64
$417K 0.19%
2,123
-1
65
$405K 0.19%
1,638
-1
66
$404K 0.19%
6,261
+2
67
$402K 0.19%
4,579
-10
68
$397K 0.18%
11,669
69
$393K 0.18%
5,095
+1
70
$388K 0.18%
+6,633
71
$384K 0.18%
4,010
72
$379K 0.18%
4,082
+4
73
$349K 0.16%
3,356
+13
74
$335K 0.16%
1,469
+1
75
$327K 0.15%
4,180
-2
1 2
3
4 5