HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$354M
This Quarter Return
+5.28%
1 Year Return
+12.73%
3 Year Return
+46.63%
5 Year Return
+74.48%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+13%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
6.89%
Top 10 Holdings %
Top 10 Hldgs %
57.28%
Holding
102
New
6
Increased
42
Reduced
41
Closed
–
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$2.37M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$2.17M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.41M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$1.22M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$1.09M |
Top Sells
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$92.1K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$70.7K |
| 3 |
Sherwin-Williams
SHW
|
$50.8K |
| 4 |
Schwab International Equity ETF
SCHF
|
$26.8K |
| 5 |
Walt Disney
DIS
|
$20.7K |
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Healthcare | 3.85% |
| 3 | Financials | 3.22% |
| 4 | Consumer Staples | 2.41% |
| 5 | Industrials | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Waste Management
WM
$90.3B
| $208K | 0.1% |
+1,273
| New | +$208K |
|
102
SPDR S&P 500 ETF Trust
SPY
$649B
| $203K | 0.09% |
+496
| New | +$203K |
|