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
$321M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.7M
3
+$1.68M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.45M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$727K

Top Sells

1
+$3.11M
2
+$360K
3
+$239K
4
BP icon
BP
BP
+$226K
5
DIS icon
Walt Disney
DIS
+$217K

Sector Composition

1 Technology 6.03%
2 Healthcare 3.62%
3 Financials 3.16%
4 Consumer Staples 1.92%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.8M 11.49%
139,903
+6,438
2
$29.2M 9.1%
469,049
+11,695
3
$21.1M 6.59%
399,804
+6,437
4
$19.3M 6.01%
81,293
+1,530
5
$17.6M 5.5%
271,688
+22,430
6
$14.5M 4.52%
148,726
+6,206
7
$13.2M 4.1%
34,261
+107
8
$11.4M 3.56%
26,503
+70
9
$9.69M 3.02%
202,604
+4,736
10
$9.18M 2.86%
109,578
+7,828
11
$8.4M 2.62%
126,607
+6,599
12
$7.75M 2.42%
286,971
+563
13
$7.47M 2.33%
234,915
+94
14
$7.05M 2.2%
35,609
-930
15
$6.88M 2.15%
134,564
+11,455
16
$6.59M 2.06%
82,991
+2,947
17
$6.04M 1.88%
214,581
+59,633
18
$5.76M 1.8%
20,327
-25
19
$5.53M 1.72%
6,242
+107
20
$4.52M 1.41%
19,383
-235
21
$4.29M 1.34%
54,772
+3,290
22
$3.55M 1.11%
7,719
23
$3.5M 1.09%
+145,547
24
$3.23M 1.01%
65,460
+4,314
25
$3.01M 0.94%
17,236
-18
1
2 3 4 5