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
$291M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.01M
3
+$692K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$663K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$699K
2
+$355K
3
+$352K
4
GIS icon
General Mills
GIS
+$230K
5
AMD icon
Advanced Micro Devices
AMD
+$214K

Sector Composition

1 Technology 6.45%
2 Healthcare 3.89%
3 Financials 3.3%
4 Consumer Staples 1.79%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.08%
5,848
-598
102
$241K 0.08%
+962
103
$241K 0.08%
283
104
$239K 0.08%
4,017
105
$235K 0.08%
1,720
-187
106
$232K 0.08%
+13,518
107
$226K 0.08%
1,240
108
$226K 0.08%
6,264
+608
109
$226K 0.08%
5,777
110
$225K 0.08%
8,041
+296
111
$222K 0.08%
3,919
112
$219K 0.08%
2,790
113
$217K 0.07%
2,181
114
$214K 0.07%
+3,488
115
$201K 0.07%
673
-2
116
$200K 0.07%
2,233
+46
117
– –
-1,186
118
– –
-3,285
119
– –
-10,667
1 2 3 4
5