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
$171M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.5M
3
+$1.09M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$729K

Top Sells

1
+$1.09M
2
+$315K
3
+$242K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$148K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$61.6K

Sector Composition

1 Technology 6.27%
2 Healthcare 4.58%
3 Financials 3.28%
4 Consumer Staples 2.66%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.96%
23,162
+2,251
27
$1.15M 0.67%
6,135
+429
28
$1.1M 0.64%
77,880
-4,368
29
$1.09M 0.64%
+23,685
30
$1.04M 0.6%
8,214
-55
31
$903K 0.53%
20,877
-180
32
$893K 0.52%
63,484
+39,808
33
$880K 0.51%
9,826
+57
34
$819K 0.48%
18,725
35
$813K 0.47%
2
36
$760K 0.44%
4,047
37
$729K 0.43%
+7,108
38
$707K 0.41%
6,297
-90
39
$667K 0.39%
4,969
-50
40
$646K 0.38%
2,854
-55
41
$617K 0.36%
1,358
42
$607K 0.35%
5,805
-292
43
$593K 0.35%
7,558
-222
44
$580K 0.34%
3,553
+37
45
$577K 0.34%
2,091
+146
46
$557K 0.32%
2,416
-45
47
$553K 0.32%
5,154
48
$542K 0.32%
2,587
-50
49
$509K 0.3%
1,271
-35
50
$461K 0.27%
6,291
-75
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