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
$234M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$629K
3
+$569K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$505K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$489K

Top Sells

1
+$219K
2
+$215K
3
+$53.7K
4
SHW icon
Sherwin-Williams
SHW
+$53.1K
5
PAYX icon
Paychex
PAYX
+$42.3K

Sector Composition

1 Technology 6.38%
2 Healthcare 3.88%
3 Financials 3.13%
4 Consumer Staples 2.2%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.6M 11.37%
131,239
+1,092
2
$21.5M 9.19%
446,428
+4,853
3
$17.2M 7.35%
372,188
+6,162
4
$15.5M 6.64%
78,095
+3,162
5
$11.5M 4.92%
210,220
+9,217
6
$10.3M 4.39%
123,014
+10,111
7
$10M 4.29%
35,457
+168
8
$8.95M 3.82%
26,269
+10
9
$6.95M 2.97%
170,801
+13,989
10
$6.66M 2.85%
106,947
+3,095
11
$6.49M 2.77%
278,363
+1,495
12
$6.19M 2.65%
38,116
+1,953
13
$5.91M 2.53%
216,421
+8,977
14
$4.9M 2.1%
62,056
+2,269
15
$4.51M 1.93%
20,476
-26
16
$4.1M 1.75%
81,670
+548
17
$3.65M 1.56%
48,286
+4,620
18
$3.47M 1.48%
17,910
-152
19
$2.76M 1.18%
36,644
-207
20
$2.71M 1.16%
5,786
+8
21
$2.53M 1.08%
7,426
-2
22
$2.5M 1.07%
17,571
-121
23
$2.22M 0.95%
46,812
+2,289
24
$2.18M 0.93%
29,023
+3,008
25
$1.77M 0.76%
10,689
-14
1
2 3 4 5