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
$82.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.58M
3
+$4.69M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.92%
2 Healthcare 5.84%
3 Industrials 4.41%
4 Financials 4.33%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$751K 0.91%
+35,876
27
$744K 0.9%
+7,956
28
$706K 0.85%
+18,835
29
$690K 0.83%
+21,312
30
$648K 0.78%
+6,238
31
$593K 0.72%
+19,028
32
$565K 0.68%
+12,340
33
$560K 0.68%
+3,049
34
$493K 0.59%
+5,293
35
$481K 0.58%
+5,154
36
$476K 0.57%
+2,872
37
$465K 0.56%
+6,641
38
$438K 0.53%
+3,233
39
$433K 0.52%
+3,032
40
$427K 0.52%
+9,904
41
$425K 0.51%
+6,813
42
$424K 0.51%
+3,894
43
$419K 0.51%
+8,856
44
$410K 0.49%
+2,279
45
$407K 0.49%
+1,725
46
$403K 0.49%
+2,689
47
$396K 0.48%
+4,073
48
$382K 0.46%
+5,853
49
$376K 0.45%
+6,033
50
$370K 0.45%
+4,690
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