HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $408M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.87M
3
+$1.86M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.51M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.5M

Top Sells

1
+$2.26M
2
+$1.05M
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$388K
5
WM icon
Waste Management
WM
+$295K

Sector Composition

1 Technology 5.65%
2 Financials 3.14%
3 Healthcare 2.66%
4 Consumer Staples 1.68%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.18%
1,378
52
$643K 0.18%
2,085
-240
53
$628K 0.18%
5,954
54
$607K 0.17%
2,550
-11
55
$596K 0.17%
3,271
+1
56
$568K 0.16%
2,207
57
$558K 0.16%
1,012
-217
58
$555K 0.16%
534
-16
59
$542K 0.15%
4,079
60
$519K 0.15%
2,028
61
$507K 0.14%
3,724
+1
62
$501K 0.14%
1,288
+1
63
$490K 0.14%
3,677
64
$490K 0.14%
7,059
+2
65
$480K 0.14%
+20,479
66
$468K 0.13%
823
+65
67
$465K 0.13%
3,518
-3
68
$459K 0.13%
1,831
-99
69
$445K 0.13%
1,126
-337
70
$444K 0.13%
6,406
71
$444K 0.13%
3,595
-200
72
$442K 0.12%
988
73
$439K 0.12%
1,775
+1
74
$425K 0.12%
3,944
-5
75
$423K 0.12%
1,449
-1
1 2
3
4 5