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
$127M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$204K
3
+$179K
4
VTV icon
Vanguard Value ETF
VTV
+$125K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$113K

Top Sells

1
+$16.3M
2
+$1.57M
3
+$1.4M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.1M

Sector Composition

1 Technology 8.56%
2 Healthcare 4.74%
3 Financials 4.22%
4 Consumer Staples 3.41%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$806K 0.63%
9,590
+958
27
$793K 0.62%
6,166
+69
28
$762K 0.6%
4,567
29
$730K 0.57%
9,031
30
$695K 0.55%
19,357
+632
31
$688K 0.54%
2
32
$686K 0.54%
4,673
+60
33
$635K 0.5%
11,462
-10,150
34
$624K 0.49%
2,637
35
$597K 0.47%
2,871
+377
36
$578K 0.45%
32,334
+5,924
37
$570K 0.45%
20,472
+2,100
38
$563K 0.44%
2,079
39
$558K 0.44%
6,387
40
$552K 0.43%
3,048
41
$544K 0.43%
4,398
+272
42
$538K 0.42%
3,940
+364
43
$503K 0.39%
3,049
+80
44
$501K 0.39%
1,877
45
$500K 0.39%
2,576
46
$498K 0.39%
3,383
47
$498K 0.39%
5,154
48
$489K 0.38%
6,160
-206
49
$452K 0.35%
2,634
50
$444K 0.35%
1,738
1
2
3 4