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
$283M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$442K
3
+$415K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$385K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$371K

Top Sells

1
+$1.34M
2
+$653K
3
+$209K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$166K
5
GWW icon
W.W. Grainger
GWW
+$129K

Sector Composition

1 Technology 6.1%
2 Healthcare 3.78%
3 Financials 3.34%
4 Consumer Staples 1.92%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.67%
3
27
$1.72M 0.61%
10,904
-85
28
$1.7M 0.6%
81,945
-2,166
29
$1.66M 0.59%
6,645
+387
30
$1.63M 0.58%
66,282
-2,508
31
$1.58M 0.56%
33,363
-28,266
32
$1.34M 0.47%
8,269
33
$1.31M 0.46%
12,207
+108
34
$1.27M 0.45%
10,230
+66
35
$1.25M 0.44%
20,706
36
$1.12M 0.4%
57,512
-154
37
$1.12M 0.39%
5,582
+7
38
$1.1M 0.39%
2,479
+20
39
$1.02M 0.36%
3,999
+3
40
$999K 0.35%
5,486
+2
41
$809K 0.29%
2,109
-14
42
$754K 0.27%
2,674
43
$716K 0.25%
1,368
+10
44
$710K 0.25%
6,999
+3,200
45
$689K 0.24%
6,071
46
$685K 0.24%
3,800
+3
47
$667K 0.24%
1,437
48
$635K 0.22%
5,154
49
$635K 0.22%
5,167
50
$625K 0.22%
1,206
1
2
3 4 5