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
$152M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$890K
3
+$706K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$596K
5
VB icon
Vanguard Small-Cap ETF
VB
+$535K

Top Sells

1
+$311K
2
+$249K
3
+$248K
4
MRK icon
Merck
MRK
+$211K
5
CMCSA icon
Comcast
CMCSA
+$209K

Sector Composition

1 Technology 8.4%
2 Financials 4.55%
3 Healthcare 4.08%
4 Consumer Staples 3.12%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$977K 0.64%
20,781
-36
27
$959K 0.63%
6,166
-62
28
$939K 0.62%
5,697
-37
29
$886K 0.58%
4,567
30
$837K 0.55%
2
31
$766K 0.5%
4,613
-1,256
32
$748K 0.49%
19,113
-2,979
33
$737K 0.49%
3,048
34
$700K 0.46%
2,637
-5
35
$685K 0.45%
6,387
36
$663K 0.44%
2,079
-10
37
$662K 0.44%
9,031
-861
38
$613K 0.4%
6,366
+206
39
$606K 0.4%
3,049
-11
40
$601K 0.4%
5,154
41
$582K 0.38%
3,383
42
$576K 0.38%
2,494
-690
43
$576K 0.38%
2,576
-350
44
$569K 0.37%
2,634
-10
45
$556K 0.37%
8,096
-57
46
$540K 0.36%
1,877
47
$535K 0.35%
27,112
-980
48
$530K 0.35%
3,576
49
$506K 0.33%
18,550
-1,754
50
$495K 0.33%
4,273
-152
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