HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $420M
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.01M
3
+$5.65M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.47M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.07M

Top Sells

1
+$10.1M
2
+$1.7M
3
+$1.41M
4
ORCL icon
Oracle
ORCL
+$929K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$875K

Sector Composition

1 Financials 2.81%
2 Technology 2.55%
3 Healthcare 1.78%
4 Industrials 1.51%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.09%
747
77
$355K 0.09%
2,527
-991
78
$354K 0.09%
3,138
-806
79
$352K 0.09%
5,977
80
$351K 0.09%
1,287
-209
81
$347K 0.09%
6,966
+405
82
$327K 0.08%
959
83
$320K 0.08%
2,792
84
$320K 0.08%
520
85
$319K 0.08%
1,072
86
$318K 0.08%
2,309
-109
87
$314K 0.08%
2,342
-1,382
88
$310K 0.08%
2,590
89
$307K 0.08%
+3,009
90
$301K 0.08%
4,406
-2,000
91
$300K 0.08%
3,011
92
$297K 0.08%
13,518
93
$290K 0.08%
3,947
-425
94
$283K 0.07%
2,654
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95
$279K 0.07%
6,188
-2,177
96
$273K 0.07%
3,826
97
$272K 0.07%
950
-38
98
$269K 0.07%
954
99
$262K 0.07%
566
100
$261K 0.07%
3,488
2 3
4
5 6