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
$102M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$333K
3
+$301K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$291K
5
ELV icon
Elevance Health
ELV
+$234K

Top Sells

1
+$371K
2
+$322K
3
+$287K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$245K
5
WFC icon
Wells Fargo
WFC
+$217K

Sector Composition

1 Technology 8.63%
2 Healthcare 5.37%
3 Financials 4.12%
4 Consumer Staples 4.06%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$801K 0.78%
20,925
27
$734K 0.72%
4,894
28
$724K 0.71%
18,835
29
$693K 0.68%
6,590
30
$691K 0.68%
29,894
-2,064
31
$655K 0.64%
1,937
+2
32
$631K 0.62%
18,236
-1,818
33
$618K 0.61%
2,954
-64
34
$612K 0.6%
5,130
-122
35
$595K 0.58%
9,480
-68
36
$561K 0.55%
2,634
-228
37
$560K 0.55%
6,400
-12
38
$556K 0.54%
2,746
-110
39
$545K 0.53%
5,154
40
$542K 0.53%
11,348
-992
41
$537K 0.53%
3,115
-12
42
$536K 0.52%
3,866
43
$526K 0.52%
7,635
-449
44
$524K 0.51%
18,362
+1,460
45
$490K 0.48%
5,947
-18
46
$486K 0.48%
6,372
47
$483K 0.47%
6,740
48
$467K 0.46%
2,634
-8
49
$466K 0.46%
2,079
50
$458K 0.45%
8,766
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