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
$174M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.37M
3
+$6.34M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$642K
5
VV icon
Vanguard Large-Cap ETF
VV
+$572K

Top Sells

1
+$372K
2
+$237K
3
+$235K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$230K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$229K

Sector Composition

1 Technology 6.57%
2 Healthcare 4.89%
3 Financials 3.51%
4 Consumer Staples 2.79%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 10.38%
104,509
+3,319
2
$15.1M 8.72%
+371,284
3
$12.2M 7.04%
299,404
+6,043
4
$11.7M 6.76%
66,651
+1,904
5
$8.37M 4.82%
+174,324
6
$8.36M 4.82%
91,772
+856
7
$7.86M 4.53%
35,283
+11
8
$6.7M 3.86%
26,078
+376
9
$6.34M 3.65%
+295,814
10
$5.41M 3.11%
88,177
+4,349
11
$4.69M 2.7%
112,685
+10,696
12
$4.62M 2.66%
57,707
+1,610
13
$3.99M 2.3%
27,805
+2,288
14
$3.9M 2.25%
20,674
-50
15
$3.71M 2.14%
48,622
+1,841
16
$2.37M 1.36%
17,299
-18
17
$2.37M 1.36%
30,456
+941
18
$2.31M 1.33%
17,508
19
$2.16M 1.25%
6,668
20
$2.06M 1.19%
7,565
-61
21
$2.06M 1.18%
41,006
+483
22
$1.88M 1.08%
37,677
+3,881
23
$1.83M 1.06%
10,326
24
$1.8M 1.04%
74,551
+26,595
25
$1.54M 0.89%
20,911
+2,368
1
2 3 4 5