HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$629K
3
+$569K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$505K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$489K

Top Sells

1
+$219K
2
+$215K
3
+$53.7K
4
SHW icon
Sherwin-Williams
SHW
+$53.1K
5
PAYX icon
Paychex
PAYX
+$42.3K

Sector Composition

1 Technology 6.38%
2 Healthcare 3.88%
3 Financials 3.13%
4 Consumer Staples 2.2%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.24%
6,267
-4
52
$563K 0.24%
7,592
+4
53
$553K 0.24%
8,114
+3
54
$548K 0.23%
1,438
+1
55
$542K 0.23%
2,392
+1
56
$538K 0.23%
2,764
-1
57
$509K 0.22%
1,667
58
$507K 0.22%
4,392
-6
59
$503K 0.22%
20,745
+1,668
60
$489K 0.21%
+2,007
61
$486K 0.21%
4,080
-2
62
$461K 0.2%
1,540
-2
63
$437K 0.19%
6,260
-1
64
$427K 0.18%
3,921
-493
65
$421K 0.18%
1,594
-44
66
$420K 0.18%
3,914
-1
67
$418K 0.18%
1,043
68
$417K 0.18%
11,729
+60
69
$407K 0.17%
3,361
+5
70
$402K 0.17%
3,049
-6
71
$402K 0.17%
2,054
-69
72
$393K 0.17%
3,015
+4
73
$383K 0.16%
6,633
74
$378K 0.16%
5,091
-4
75
$363K 0.16%
4,012
+2
1 2
3
4 5