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
$216M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$1.41M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.22M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M

Top Sells

1
+$92.1K
2
+$70.7K
3
+$50.8K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$26.8K
5
DIS icon
Walt Disney
DIS
+$20.7K

Sector Composition

1 Technology 6.02%
2 Healthcare 3.85%
3 Financials 3.22%
4 Consumer Staples 2.41%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.3M 11.24%
130,147
+12,691
2
$19.6M 9.07%
441,575
+48,901
3
$16.5M 7.65%
366,026
+31,312
4
$14.2M 6.57%
74,933
+4,472
5
$10.6M 4.9%
201,003
+23,110
6
$9.38M 4.34%
112,903
+11,855
7
$8.8M 4.07%
35,289
-29
8
$7.57M 3.5%
26,259
+7
9
$6.47M 2.99%
103,852
+9,530
10
$6.38M 2.95%
276,868
+659
11
$6.33M 2.93%
156,812
+18,669
12
$5.59M 2.58%
207,444
+40,653
13
$5.57M 2.58%
36,163
+5,275
14
$4.8M 2.22%
59,787
+2,713
15
$4.18M 1.94%
20,502
+9
16
$4.11M 1.9%
81,122
+6,253
17
$3.33M 1.54%
43,666
+2,423
18
$2.98M 1.38%
18,062
+34
19
$2.83M 1.31%
36,851
+2,977
20
$2.44M 1.13%
17,692
+120
21
$2.29M 1.06%
7,428
-29
22
$2.13M 0.98%
44,523
+5,023
23
$1.98M 0.92%
5,778
-7
24
$1.97M 0.91%
26,015
+1,604
25
$1.66M 0.77%
10,703
-20
1
2 3 4 5