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
126
– –
-5,806
127
– –
-3,291
128
– –
-3,271
129
– –
-2,139
130
– –
-4,079
131
– –
-283
132
– –
-2,767
2 3 4 5
6