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
$321M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.7M
3
+$1.68M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.45M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$727K

Top Sells

1
+$3.11M
2
+$360K
3
+$239K
4
BP icon
BP
BP
+$226K
5
DIS icon
Walt Disney
DIS
+$217K

Sector Composition

1 Technology 6.03%
2 Healthcare 3.62%
3 Financials 3.16%
4 Consumer Staples 1.92%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.13%
2,752
-293
77
$424K 0.13%
3,722
-293
78
$418K 0.13%
4,010
79
$394K 0.12%
2,091
80
$380K 0.12%
4,862
81
$357K 0.11%
2,151
-54
82
$346K 0.11%
2,848
+232
83
$343K 0.11%
2,824
+71
84
$341K 0.11%
2,969
85
$336K 0.1%
2,916
+23
86
$333K 0.1%
3,206
87
$305K 0.1%
3,386
+2
88
$303K 0.09%
5,689
-2
89
$302K 0.09%
875
90
$302K 0.09%
1,337
+119
91
$298K 0.09%
4,604
-95
92
$296K 0.09%
2,251
-85
93
$293K 0.09%
2,418
94
$292K 0.09%
2,777
+6
95
$292K 0.09%
747
96
$290K 0.09%
1,086
+124
97
$281K 0.09%
1,722
+2
98
$274K 0.09%
2,630
99
$273K 0.09%
992
+7
100
$268K 0.08%
2,790
1 2 3
4
5