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
$291M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.01M
3
+$692K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$663K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$699K
2
+$355K
3
+$352K
4
GIS icon
General Mills
GIS
+$230K
5
AMD icon
Advanced Micro Devices
AMD
+$214K

Sector Composition

1 Technology 6.45%
2 Healthcare 3.89%
3 Financials 3.3%
4 Consumer Staples 1.79%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.14%
2,205
+261
77
$395K 0.14%
1,532
78
$360K 0.12%
457
-13
79
$359K 0.12%
4,010
80
$347K 0.12%
4,862
-233
81
$332K 0.11%
2,091
-530
82
$330K 0.11%
2,336
-2
83
$323K 0.11%
+2,616
84
$317K 0.11%
2,771
-2
85
$316K 0.11%
2,969
-10
86
$311K 0.11%
3,206
-270
87
$292K 0.1%
875
88
$290K 0.1%
2,893
-105
89
$288K 0.1%
1,232
+2
90
$283K 0.1%
4,699
91
$279K 0.1%
2,753
-12
92
$276K 0.09%
1,218
93
$272K 0.09%
1,274
94
$270K 0.09%
5,691
+428
95
$266K 0.09%
3,384
-11
96
$259K 0.09%
985
-1
97
$256K 0.09%
2,630
-12
98
$252K 0.09%
499
-2
99
$249K 0.09%
747
100
$243K 0.08%
2,418
-10
1 2 3
4
5