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
$192M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$823K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$572K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K

Top Sells

1
+$545K
2
+$353K
3
+$323K
4
WM icon
Waste Management
WM
+$202K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$119K

Sector Composition

1 Technology 5.72%
2 Healthcare 4.61%
3 Financials 3.62%
4 Consumer Staples 2.67%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 10.65%
117,456
+196
2
$16.3M 8.51%
392,674
+29,509
3
$14M 7.31%
334,714
+5,812
4
$12.9M 6.73%
70,461
+1,229
5
$9.1M 4.74%
177,893
+6,755
6
$8.33M 4.34%
101,048
+6,330
7
$7.53M 3.92%
35,318
-97
8
$6.3M 3.28%
26,252
+174
9
$5.97M 3.11%
276,209
+38,091
10
$5.75M 2.99%
94,322
+1,440
11
$5.38M 2.8%
138,143
+7,324
12
$4.69M 2.44%
30,888
+1,758
13
$4.42M 2.3%
57,074
-1,233
14
$4.17M 2.17%
166,791
+22,863
15
$3.92M 2.04%
20,493
16
$3.71M 1.93%
74,869
+24,652
17
$3.1M 1.61%
41,243
-7,245
18
$2.52M 1.31%
33,874
+851
19
$2.47M 1.28%
17,572
+68
20
$2.34M 1.22%
18,028
+729
21
$2.3M 1.2%
7,457
+34
22
$2.12M 1.1%
5,785
-883
23
$1.89M 0.99%
10,723
+468
24
$1.85M 0.96%
39,500
-2,551
25
$1.8M 0.94%
24,411
+1,249
1
2 3 4