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
$264M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.6M
3
+$1.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.2M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$807K

Top Sells

1
+$318K
2
+$298K
3
+$230K
4
VV icon
Vanguard Large-Cap ETF
VV
+$186K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Technology 6.14%
2 Healthcare 3.5%
3 Financials 3.09%
4 Consumer Staples 1.88%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.91%
93,721
+64,477
27
$1.72M 0.65%
10,989
-3
28
$1.63M 0.62%
3
29
$1.62M 0.62%
68,790
-204
30
$1.58M 0.6%
84,111
-876
31
$1.46M 0.55%
6,258
-14
32
$1.31M 0.5%
12,099
+3,141
33
$1.21M 0.46%
8,269
-66
34
$1.09M 0.41%
20,706
-192
35
$1.07M 0.4%
57,666
-1,122
36
$1.05M 0.4%
10,164
+68
37
$1.01M 0.38%
2,459
-2
38
$948K 0.36%
5,575
+98
39
$889K 0.34%
3,996
-53
40
$850K 0.32%
5,484
+1
41
$793K 0.3%
2,674
-90
42
$736K 0.28%
2,123
-6
43
$653K 0.25%
+12,365
44
$646K 0.24%
1,358
-1
45
$615K 0.23%
5,167
-86
46
$614K 0.23%
2,637
-46
47
$604K 0.23%
5,154
48
$601K 0.23%
3,538
-9
49
$599K 0.23%
2,287
-10
50
$592K 0.22%
714
-5
1
2
3 4 5