HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $420M
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.01M
3
+$5.65M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.47M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.07M

Top Sells

1
+$10.1M
2
+$1.7M
3
+$1.41M
4
ORCL icon
Oracle
ORCL
+$929K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$875K

Sector Composition

1 Financials 2.81%
2 Technology 2.55%
3 Healthcare 1.78%
4 Industrials 1.51%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.07%
5,777
102
$255K 0.07%
3,184
-1
103
$252K 0.07%
1,963
-1,006
104
$250K 0.06%
+1,030
105
$243K 0.06%
2,446
+211
106
$237K 0.06%
2,544
107
$236K 0.06%
352
108
$233K 0.06%
673
109
$230K 0.06%
3,228
-599
110
$222K 0.06%
1,429
111
$221K 0.06%
2,322
-999
112
$220K 0.06%
1,922
+1
113
$220K 0.06%
+1,930
114
$219K 0.06%
3,018
-2,232
115
$217K 0.06%
2,423
-65
116
$216K 0.06%
+6,264
117
$209K 0.05%
1,695
-1
118
$205K 0.05%
+1,094
119
$78K 0.02%
31,444
120
– –
-2,287
121
– –
-4,250
122
– –
-3,833
123
– –
-2,323
124
– –
-2,898
125
– –
-6,935
2 3 4
5
6