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
$192M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$823K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$572K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K

Top Sells

1
+$545K
2
+$353K
3
+$323K
4
WM icon
Waste Management
WM
+$202K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$119K

Sector Composition

1 Technology 5.72%
2 Healthcare 4.61%
3 Financials 3.62%
4 Consumer Staples 2.67%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.16%
2,993
+17
77
$305K 0.16%
1,284
+10
78
$302K 0.16%
3,799
+39
79
$297K 0.15%
3,343
+123
80
$294K 0.15%
3,505
+33
81
$294K 0.15%
2,713
82
$285K 0.15%
3,619
+20
83
$282K 0.15%
2,787
+33
84
$275K 0.14%
1,958
+6
85
$273K 0.14%
5,729
+115
86
$269K 0.14%
2,969
87
$267K 0.14%
2,853
+10
88
$263K 0.14%
1,660
+9
89
$256K 0.13%
6,510
-110
90
$252K 0.13%
2,995
+95
91
$247K 0.13%
+2,451
92
$243K 0.13%
+2,334
93
$232K 0.12%
2,980
+21
94
$224K 0.12%
2,632
-21
95
$211K 0.11%
11,445
+258
96
$208K 0.11%
2,392
-115
97
– –
-1,027
98
– –
-1,260
1 2 3
4