HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.39M
3
+$976K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$680K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$518K

Top Sells

1
+$1.05M
2
+$528K
3
+$270K
4
VV icon
Vanguard Large-Cap ETF
VV
+$262K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$243K

Sector Composition

1 Technology 5.76%
2 Financials 3.45%
3 Healthcare 3.18%
4 Consumer Staples 1.77%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.64%
3
27
$1.86M 0.58%
20,640
-55
28
$1.82M 0.57%
78,409
-1,961
29
$1.81M 0.57%
69,139
+12,741
30
$1.78M 0.55%
6,721
+23
31
$1.69M 0.53%
35,608
+3,666
32
$1.6M 0.5%
61,953
-853
33
$1.5M 0.47%
10,419
+58
34
$1.43M 0.45%
9,866
-648
35
$1.38M 0.43%
8,252
36
$1.33M 0.41%
5,538
+40
37
$1.29M 0.4%
12,075
-245
38
$1.01M 0.32%
1,978
-211
39
$983K 0.31%
5,531
+48
40
$936K 0.29%
3,792
-19
41
$831K 0.26%
2,137
+27
42
$823K 0.26%
2,838
+100
43
$797K 0.25%
3,634
-168
44
$697K 0.22%
2,381
45
$696K 0.22%
1,187
-2
46
$691K 0.22%
4,149
+70
47
$659K 0.21%
5,316
-402
48
$647K 0.2%
2,007
49
$641K 0.2%
8,120
+3
50
$629K 0.2%
1,167
+94
1
2
3 4 5