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
$174M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.37M
3
+$6.34M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$642K
5
VV icon
Vanguard Large-Cap ETF
VV
+$572K

Top Sells

1
+$372K
2
+$237K
3
+$235K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$230K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$229K

Sector Composition

1 Technology 6.57%
2 Healthcare 4.89%
3 Financials 3.51%
4 Consumer Staples 2.79%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.16%
4,000
77
$278K 0.16%
2,620
+180
78
$276K 0.16%
2,713
79
$272K 0.16%
2,754
+504
80
$268K 0.15%
3,552
+342
81
$266K 0.15%
2,959
82
$262K 0.15%
2,778
+240
83
$256K 0.15%
3,024
84
$245K 0.14%
2,727
85
$243K 0.14%
5,694
86
$242K 0.14%
+2,515
87
$235K 0.14%
7,472
+575
88
$234K 0.13%
11,187
-640
89
$216K 0.12%
+1,691
90
$210K 0.12%
3,760
91
$207K 0.12%
2,725
92
$63K 0.04%
1,027
93
– –
-5,383
94
– –
-1,700
95
– –
-2,335
96
– –
-635
97
– –
-14,706
98
– –
-480
99
– –
-4,280
100
– –
-1,260
1 2 3
4
5