HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $408M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.87M
3
+$1.86M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.51M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.5M

Top Sells

1
+$2.26M
2
+$1.05M
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$388K
5
WM icon
Waste Management
WM
+$295K

Sector Composition

1 Technology 5.65%
2 Financials 3.14%
3 Healthcare 2.66%
4 Consumer Staples 1.68%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.12%
1,496
-2
77
$419K 0.12%
399
-29
78
$402K 0.11%
4,010
-1
79
$383K 0.11%
2,677
-6
80
$369K 0.1%
4,866
+4
81
$365K 0.1%
2,593
82
$359K 0.1%
2,969
83
$358K 0.1%
16,216
-4,628
84
$353K 0.1%
2,418
85
$351K 0.1%
5,977
86
$347K 0.1%
875
87
$346K 0.1%
8,365
88
$340K 0.1%
959
+1
89
$339K 0.1%
2,674
90
$323K 0.09%
+6,561
91
$311K 0.09%
2,418
+52
92
$303K 0.09%
3,833
-1,206
93
$302K 0.09%
4,372
-232
94
$297K 0.08%
1,072
-14
95
$294K 0.08%
+3,011
96
$292K 0.08%
1,648
-1,491
97
$291K 0.08%
2,792
98
$290K 0.08%
747
99
$290K 0.08%
3,185
100
$289K 0.08%
3,321
-2
2 3
4
5 6