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
$291M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.01M
3
+$692K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$663K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$699K
2
+$355K
3
+$352K
4
GIS icon
General Mills
GIS
+$230K
5
AMD icon
Advanced Micro Devices
AMD
+$214K

Sector Composition

1 Technology 6.45%
2 Healthcare 3.89%
3 Financials 3.3%
4 Consumer Staples 1.79%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.2%
2,586
-97
52
$590K 0.2%
3,576
+83
53
$578K 0.2%
4,666
-11
54
$576K 0.2%
4,079
55
$568K 0.2%
2,381
-44
56
$547K 0.19%
1,094
57
$539K 0.19%
8,115
-16
58
$533K 0.18%
5,973
+631
59
$529K 0.18%
4,458
-709
60
$524K 0.18%
1,539
-76
61
$516K 0.18%
13,393
+353
62
$499K 0.17%
7,054
-190
63
$496K 0.17%
550
-37
64
$459K 0.16%
2,138
-44
65
$456K 0.16%
3,964
+14
66
$451K 0.15%
3,045
-13
67
$442K 0.15%
7,614
+743
68
$437K 0.15%
3,688
+975
69
$436K 0.15%
1,841
-221
70
$433K 0.15%
1,929
-46
71
$421K 0.14%
1,450
-21
72
$418K 0.14%
3,799
-3,200
73
$417K 0.14%
4,015
+92
74
$416K 0.14%
1,019
-24
75
$405K 0.14%
21,098
-36,414
1 2
3
4 5