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
$291M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.01M
3
+$692K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$663K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$699K
2
+$355K
3
+$352K
4
GIS icon
General Mills
GIS
+$230K
5
AMD icon
Advanced Micro Devices
AMD
+$214K

Sector Composition

1 Technology 6.45%
2 Healthcare 3.89%
3 Financials 3.3%
4 Consumer Staples 1.79%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.3M 11.44%
133,465
+516
2
$26.9M 9.24%
457,354
-6,028
3
$19.4M 6.67%
393,367
-3,242
4
$17.4M 5.97%
79,763
+871
5
$15M 5.14%
249,258
+11,511
6
$12.8M 4.38%
34,154
-227
7
$11.9M 4.1%
142,520
+6,337
8
$11.8M 4.06%
26,433
-215
9
$8.66M 2.97%
197,868
+4,699
10
$8.13M 2.79%
101,750
+12,629
11
$7.55M 2.59%
120,008
+4,406
12
$7.28M 2.5%
286,408
-486
13
$6.97M 2.39%
234,821
+479
14
$6.67M 2.29%
36,539
-794
15
$6.19M 2.12%
80,044
+6,058
16
$6.17M 2.12%
123,109
+9,417
17
$5.55M 1.91%
6,135
+200
18
$5.44M 1.87%
20,352
-43
19
$4.13M 1.42%
19,618
+300
20
$4.07M 1.4%
154,948
+45,729
21
$3.86M 1.32%
51,482
+6,495
22
$3.14M 1.08%
7,719
+387
23
$3.11M 1.07%
40,295
+2,256
24
$2.97M 1.02%
61,146
+3,460
25
$2.77M 0.95%
17,254
+1,095
1
2 3 4 5