HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$629K
3
+$569K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$505K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$489K

Top Sells

1
+$219K
2
+$215K
3
+$53.7K
4
SHW icon
Sherwin-Williams
SHW
+$53.1K
5
PAYX icon
Paychex
PAYX
+$42.3K

Sector Composition

1 Technology 6.38%
2 Healthcare 3.88%
3 Financials 3.13%
4 Consumer Staples 2.2%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.15%
4,100
-479
77
$335K 0.14%
484
+1
78
$322K 0.14%
3,799
+4
79
$316K 0.13%
1,467
-2
80
$303K 0.13%
1,907
-1
81
$300K 0.13%
2,969
82
$298K 0.13%
3,383
+400
83
$296K 0.13%
5,730
-6
84
$296K 0.13%
4,179
-1
85
$288K 0.12%
2,713
86
$286K 0.12%
2,758
+4
87
$279K 0.12%
3,620
+1
88
$268K 0.11%
2,750
+1
89
$268K 0.11%
2,989
-4
90
$268K 0.11%
3,494
-8
91
$264K 0.11%
+4,699
92
$246K 0.11%
2,792
-59
93
$245K 0.1%
2,794
+2
94
$245K 0.1%
1,658
-1
95
$243K 0.1%
6,529
-34
96
$240K 0.1%
2,451
-4
97
$230K 0.1%
+1,921
98
$229K 0.1%
563
99
$228K 0.1%
858
-200
100
$225K 0.1%
2,636
-3
1 2 3
4
5