HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$354M
This Quarter Return
-1.52%
1 Year Return
+12.73%
3 Year Return
+46.63%
5 Year Return
+74.48%
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(-0.13%)
Cap. Flow
+$7.67M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
56.89%
Holding
123
New
5
Increased
39
Reduced
45
Closed
2
Top Buys
| 1 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.67M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.39M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.2M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$976K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$790K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.05M |
| 2 |
Vanguard Growth ETF
VUG
|
$528K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$270K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$262K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$243K |
Sector Composition
| 1 | Technology | 5.76% |
| 2 | Financials | 3.45% |
| 3 | Healthcare | 3.18% |
| 4 | Consumer Staples | 1.77% |
| 5 | Industrials | 1.48% |
