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
$168M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$756K
3
+$356K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$284K

Top Sells

1
+$219K
2
+$210K
3
+$207K
4
BF.B icon
Brown-Forman Class B
BF.B
+$206K
5
INTC icon
Intel
INTC
+$206K

Sector Composition

1 Technology 7.6%
2 Healthcare 4.18%
3 Financials 4.1%
4 Consumer Staples 2.65%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.65%
7,816
-183
27
$998K 0.59%
6,097
-69
28
$986K 0.59%
8,632
+42
29
$965K 0.57%
20,781
30
$926K 0.55%
4,567
31
$823K 0.49%
2
32
$805K 0.48%
18,725
-388
33
$718K 0.43%
6,387
34
$709K 0.42%
9,031
35
$697K 0.41%
3,048
36
$682K 0.41%
2,079
37
$677K 0.4%
4,613
38
$631K 0.38%
2,637
39
$601K 0.36%
2,494
40
$600K 0.36%
6,366
41
$594K 0.35%
2,969
-80
42
$591K 0.35%
5,154
43
$580K 0.34%
2,634
44
$567K 0.34%
3,383
45
$551K 0.33%
8,096
46
$538K 0.32%
3,576
47
$532K 0.32%
2,576
48
$516K 0.31%
1,306
49
$511K 0.3%
26,410
-702
50
$498K 0.3%
18,372
-178
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