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
$163M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.76M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.49M

Top Sells

1
+$433K
2
+$286K
3
+$258K
4
VUG icon
Vanguard Growth ETF
VUG
+$256K
5
AAPL icon
Apple
AAPL
+$249K

Sector Composition

1 Technology 8.4%
2 Healthcare 4.87%
3 Financials 4.72%
4 Consumer Staples 2.95%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.81%
9,724
+134
27
$1.18M 0.73%
7,740
-438
28
$1.06M 0.65%
2
29
$1.05M 0.65%
21,258
+477
30
$969K 0.59%
18,725
-632
31
$872K 0.53%
6,387
32
$831K 0.51%
6,097
-69
33
$829K 0.51%
4,101
-466
34
$752K 0.46%
2,637
35
$676K 0.41%
2,969
-80
36
$660K 0.4%
5,154
37
$659K 0.4%
7,780
-1,251
38
$647K 0.4%
3,048
39
$624K 0.38%
3,851
40
$624K 0.38%
6,366
+206
41
$617K 0.38%
2,494
-377
42
$589K 0.36%
3,516
-424
43
$570K 0.35%
4,577
-96
44
$567K 0.35%
1,306
45
$562K 0.34%
1,879
-200
46
$551K 0.34%
3,333
-50
47
$545K 0.33%
2,194
-440
48
$539K 0.33%
2,576
49
$531K 0.33%
8,096
-542
50
$486K 0.3%
1,520
1
2
3 4