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
$93.4M
AUM Growth
-$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.04M
3
+$1.58M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$645K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$399K

Top Sells

1
+$431K
2
+$357K
3
+$335K
4
RTX icon
RTX Corp
RTX
+$334K
5
ELV icon
Elevance Health
ELV
+$234K

Sector Composition

1 Technology 8.88%
2 Healthcare 5.24%
3 Consumer Staples 4.39%
4 Financials 3.77%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.89%
5,863
+1,085
27
$795K 0.85%
9,590
+3,000
28
$714K 0.76%
24,034
+5,672
29
$676K 0.72%
19,804
+969
30
$589K 0.63%
34,136
+4,242
31
$567K 0.61%
4,673
-221
32
$561K 0.6%
3,154
+200
33
$557K 0.6%
9,388
-92
34
$545K 0.58%
21,641
+3,405
35
$543K 0.58%
5,978
-210
36
$514K 0.55%
2,634
37
$488K 0.52%
3,611
-255
38
$471K 0.5%
11,348
39
$450K 0.48%
4,775
-355
40
$445K 0.48%
5,485
+1,388
41
$429K 0.46%
3,115
42
$425K 0.46%
6,740
43
$422K 0.45%
2,746
44
$415K 0.44%
6,400
45
$413K 0.44%
1,678
46
$413K 0.44%
2,079
47
$412K 0.44%
1,925
48
$412K 0.44%
7,243
+40
49
$406K 0.43%
5,031
+1,628
50
$404K 0.43%
3,500
-180
1
2
3 4