HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $420M
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.01M
3
+$5.65M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.47M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.07M

Top Sells

1
+$10.1M
2
+$1.7M
3
+$1.41M
4
ORCL icon
Oracle
ORCL
+$929K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$875K

Sector Composition

1 Financials 2.81%
2 Technology 2.55%
3 Healthcare 1.78%
4 Industrials 1.51%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.14%
1,831
52
$552K 0.14%
1,880
-205
53
$533K 0.14%
7,059
54
$520K 0.13%
3,595
55
$518K 0.13%
3,677
56
$509K 0.13%
534
57
$501K 0.13%
818
-5
58
$489K 0.13%
3,182
-5,070
59
$488K 0.13%
812
-200
60
$480K 0.12%
3,783
-676
61
$465K 0.12%
399
62
$463K 0.12%
1,776
+1
63
$450K 0.12%
1,792
-1,672
64
$435K 0.11%
3,317
-2,000
65
$420K 0.11%
1,233
-216
66
$416K 0.11%
1,126
67
$415K 0.11%
1,284
-4
68
$412K 0.11%
2,593
69
$403K 0.1%
4,010
70
$401K 0.1%
1,648
71
$389K 0.1%
2,323
-95
72
$384K 0.1%
4,666
-200
73
$377K 0.1%
2,674
74
$367K 0.1%
15,777
-439
75
$363K 0.09%
2,337
-340
1 2
3
4 5