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
$354M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.98M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.63M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.6M

Top Sells

1
+$2.28M
2
+$1.16M
3
+$753K
4
LLY icon
Eli Lilly
LLY
+$389K
5
WM icon
Waste Management
WM
+$295K

Sector Composition

1 Technology 5.65%
2 Financials 3.14%
3 Healthcare 2.66%
4 Consumer Staples 1.68%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$60.7B
$3.29M 0.93%
134,651
+35,195
VTV icon
27
Vanguard Value ETF
VTV
$147B
$2.63M 0.74%
14,888
-670
WMT icon
28
Walmart
WMT
$849B
$2.18M 0.62%
22,311
VO icon
29
Vanguard Mid-Cap ETF
VO
$87.5B
$1.72M 0.49%
6,140
-57
JPM icon
30
JPMorgan Chase
JPM
$813B
$1.69M 0.48%
5,824
-273
SHM icon
31
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$1.59M 0.45%
33,168
-242
CINF icon
32
Cincinnati Financial
CINF
$23.7B
$1.53M 0.43%
10,284
-190
JNJ icon
33
Johnson & Johnson
JNJ
$463B
$1.51M 0.43%
9,876
+1
BRK.A icon
34
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.46M 0.41%
2
PG icon
35
Procter & Gamble
PG
$350B
$1.31M 0.37%
8,252
MUB icon
36
iShares National Muni Bond ETF
MUB
$40.3B
$1.23M 0.35%
11,788
ABBV icon
37
AbbVie
ABBV
$401B
$1.03M 0.29%
5,531
AMZN icon
38
Amazon
AMZN
$2.29T
$1M 0.28%
4,576
+1,242
SCHA icon
39
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$998K 0.28%
39,442
-29,756
SPY icon
40
SPDR S&P 500 ETF Trust
SPY
$660B
$949K 0.27%
1,537
META icon
41
Meta Platforms (Facebook)
META
$1.79T
$945K 0.27%
1,280
+285
ORCL icon
42
Oracle
ORCL
$892B
$929K 0.26%
4,250
+101
JCI icon
43
Johnson Controls International
JCI
$71.6B
$858K 0.24%
8,122
+2
MCD icon
44
McDonald's
MCD
$218B
$800K 0.23%
2,738
HD icon
45
Home Depot
HD
$386B
$784K 0.22%
2,139
+4
LOW icon
46
Lowe's Companies
LOW
$136B
$769K 0.22%
3,464
-328
EMR icon
47
Emerson Electric
EMR
$72.5B
$709K 0.2%
5,317
-1
IWB icon
48
iShares Russell 1000 ETF
IWB
$44.7B
$682K 0.19%
2,007
NVDA icon
49
NVIDIA
NVDA
$4.43T
$674K 0.19%
4,269
+1,386
PAYX icon
50
Paychex
PAYX
$45.5B
$649K 0.18%
4,459
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