HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $408M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.87M
3
+$1.86M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.51M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.5M

Top Sells

1
+$2.26M
2
+$1.05M
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$388K
5
WM icon
Waste Management
WM
+$295K

Sector Composition

1 Technology 5.65%
2 Financials 3.14%
3 Healthcare 2.66%
4 Consumer Staples 1.68%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.08%
13,518
102
$281K 0.08%
2,590
103
$281K 0.08%
954
104
$280K 0.08%
283
105
$277K 0.08%
2,323
-3
106
$275K 0.08%
+520
107
$270K 0.08%
2,287
108
$264K 0.07%
3,291
109
$257K 0.07%
3,826
110
$251K 0.07%
5,806
-2
111
$250K 0.07%
5,777
112
$249K 0.07%
566
113
$248K 0.07%
2,767
-16
114
$245K 0.07%
2,488
-81
115
$243K 0.07%
3,827
-19
116
$243K 0.07%
3,488
117
$238K 0.07%
+1,921
118
$235K 0.07%
+2,210
119
$231K 0.07%
673
120
$219K 0.06%
+352
121
$217K 0.06%
1,429
122
$211K 0.06%
+318
123
$207K 0.06%
+2,898
124
$204K 0.06%
1,696
-1
125
$204K 0.06%
+2,235
2 3 4
5
6