HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$629K
3
+$569K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$505K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$489K

Top Sells

1
+$219K
2
+$215K
3
+$53.7K
4
SHW icon
Sherwin-Williams
SHW
+$53.1K
5
PAYX icon
Paychex
PAYX
+$42.3K

Sector Composition

1 Technology 6.38%
2 Healthcare 3.88%
3 Financials 3.13%
4 Consumer Staples 2.2%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.1%
2,333
+1
102
$221K 0.09%
1,274
+1
103
$212K 0.09%
+1,218
104
$211K 0.09%
+1,240
105
$210K 0.09%
+5,442
106
$206K 0.09%
+5,777
107
$181K 0.08%
11,351
-110
108
– –
-5,656
109
– –
-2,185
110
– –
0
1 2 3 4
5