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
$321M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.7M
3
+$1.68M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.45M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$727K

Top Sells

1
+$3.11M
2
+$360K
3
+$239K
4
BP icon
BP
BP
+$226K
5
DIS icon
Walt Disney
DIS
+$217K

Sector Composition

1 Technology 6.03%
2 Healthcare 3.62%
3 Financials 3.16%
4 Consumer Staples 1.92%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.08%
1,112
-120
102
$267K 0.08%
3,921
+2
103
$264K 0.08%
1,273
-1
104
$263K 0.08%
5,854
+6
105
$259K 0.08%
1,295
+55
106
$257K 0.08%
673
107
$252K 0.08%
13,518
108
$251K 0.08%
283
109
$240K 0.07%
+3,814
110
$240K 0.07%
5,777
111
$226K 0.07%
3,488
112
$224K 0.07%
+3,027
113
$221K 0.07%
7,620
-421
114
$219K 0.07%
+1,828
115
$214K 0.07%
2,235
+2
116
$207K 0.06%
+586
117
$203K 0.06%
+352
118
$201K 0.06%
+4,185
119
– –
-457
120
– –
-6,264
121
– –
-2,181
122
– –
-40,295
123
– –
-4,017
1 2 3 4
5