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
$139M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$758K
3
+$592K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$457K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$440K

Top Sells

1
+$469K
2
+$276K
3
+$218K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$205K
5
META icon
Meta Platforms (Facebook)
META
+$204K

Sector Composition

1 Technology 8.08%
2 Financials 4.74%
3 Healthcare 4.67%
4 Industrials 3.46%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$943K 0.68%
20,817
+36
27
$942K 0.68%
5,734
-95
28
$886K 0.64%
8,590
-1,000
29
$869K 0.63%
4,567
30
$813K 0.59%
14,880
+6,785
31
$800K 0.58%
22,092
+217
32
$771K 0.56%
2
33
$748K 0.54%
9,892
+61
34
$714K 0.51%
3,184
+8
35
$709K 0.51%
2,642
+5
36
$648K 0.47%
2,926
37
$638K 0.46%
2,089
+10
38
$626K 0.45%
6,387
39
$604K 0.44%
3,048
40
$588K 0.42%
5,154
41
$577K 0.42%
3,060
+11
42
$576K 0.42%
3,720
-400
43
$556K 0.4%
6,160
+450
44
$548K 0.4%
20,304
-232
45
$536K 0.39%
2,644
+10
46
$530K 0.38%
4,425
+407
47
$528K 0.38%
1,877
48
$528K 0.38%
28,092
-4,766
49
$525K 0.38%
3,383
50
$513K 0.37%
2,782
+761
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2
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