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
$230M
AUM Growth
-$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$539K
3
+$515K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$500K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K

Top Sells

1
+$240K
2
+$228K
3
+$221K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$212K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$211K

Sector Composition

1 Technology 6.15%
2 Healthcare 3.96%
3 Financials 3.35%
4 Consumer Staples 2.08%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.69%
3
27
$1.43M 0.62%
84,987
-1,767
28
$1.43M 0.62%
68,994
-654
29
$1.31M 0.57%
6,272
-207
30
$1.3M 0.57%
28,102
-205
31
$1.22M 0.53%
8,335
+160
32
$1.11M 0.48%
20,898
33
$1.03M 0.45%
10,096
+73
34
$998K 0.43%
58,788
-6,916
35
$919K 0.4%
8,958
+284
36
$882K 0.38%
2,461
+601
37
$842K 0.37%
4,049
-17
38
$817K 0.36%
5,483
-7
39
$794K 0.35%
5,477
-425
40
$728K 0.32%
2,764
+200
41
$683K 0.3%
29,244
+8,499
42
$658K 0.29%
19,847
-45
43
$645K 0.28%
2,683
+1
44
$643K 0.28%
2,129
+5
45
$606K 0.26%
5,253
+4
46
$601K 0.26%
3,547
-3
47
$586K 0.26%
6,071
-196
48
$581K 0.25%
1,359
-100
49
$555K 0.24%
5,154
50
$549K 0.24%
1,261
-218
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