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
$216M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$1.41M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.22M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M

Top Sells

1
+$92.1K
2
+$70.7K
3
+$50.8K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$26.8K
5
DIS icon
Walt Disney
DIS
+$20.7K

Sector Composition

1 Technology 6.02%
2 Healthcare 3.85%
3 Financials 3.22%
4 Consumer Staples 2.41%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.15%
483
-2
77
$311K 0.14%
3,011
+16
78
$302K 0.14%
1,908
-50
79
$300K 0.14%
5,736
+7
80
$299K 0.14%
3,502
-3
81
$297K 0.14%
3,795
-4
82
$289K 0.13%
2,993
83
$286K 0.13%
2,713
84
$273K 0.13%
2,754
-8
85
$273K 0.13%
2,969
86
$272K 0.13%
3,619
87
$270K 0.13%
2,851
-2
88
$267K 0.12%
2,749
-38
89
$261K 0.12%
1,659
-1
90
$255K 0.12%
6,563
+53
91
$240K 0.11%
2,983
+3
92
$240K 0.11%
2,455
+4
93
$238K 0.11%
1,058
-226
94
$236K 0.11%
2,332
-2
95
$232K 0.11%
2,639
+7
96
$221K 0.1%
11,461
+16
97
$219K 0.1%
2,185
-207
98
$215K 0.1%
+5,656
99
$213K 0.1%
+2,792
100
$212K 0.1%
+563
1 2 3
4
5