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
$321M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.7M
3
+$1.68M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.45M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$727K

Top Sells

1
+$3.11M
2
+$360K
3
+$239K
4
BP icon
BP
BP
+$226K
5
DIS icon
Walt Disney
DIS
+$217K

Sector Composition

1 Technology 6.03%
2 Healthcare 3.62%
3 Financials 3.16%
4 Consumer Staples 1.92%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.2%
2,007
52
$630K 0.2%
8,117
+2
53
$625K 0.2%
5,718
-205
54
$606K 0.19%
3,564
-12
55
$598K 0.19%
4,458
56
$596K 0.19%
7,056
+2
57
$595K 0.19%
2,584
-2
58
$571K 0.18%
550
59
$566K 0.18%
1,073
-21
60
$565K 0.18%
13,512
+119
61
$563K 0.18%
4,169
-759
62
$562K 0.18%
3,362
63
$548K 0.17%
1,518
-21
64
$528K 0.16%
4,648
-18
65
$510K 0.16%
2,052
-86
66
$478K 0.15%
3,725
+37
67
$469K 0.15%
1,019
68
$465K 0.14%
1,773
-68
69
$464K 0.14%
3,959
-5
70
$459K 0.14%
1,929
71
$453K 0.14%
7,677
+63
72
$452K 0.14%
21,980
+882
73
$446K 0.14%
3,795
-4
74
$441K 0.14%
1,481
-51
75
$438K 0.14%
1,450
1 2
3
4 5