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
$320M
AUM Growth
-$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.05M
3
+$789K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$664K
5
VB icon
Vanguard Small-Cap ETF
VB
+$569K

Top Sells

1
+$798K
2
+$395K
3
+$351K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$309K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

1 Technology 5.22%
2 Financials 3.55%
3 Healthcare 3.41%
4 Consumer Staples 1.83%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$60.7B
$2.2M 0.69%
99,456
+21,047
DFEM icon
27
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.39B
$2.13M 0.66%
80,372
+11,233
WMT icon
28
Walmart
WMT
$859B
$1.96M 0.61%
22,311
+1,671
JNJ icon
29
Johnson & Johnson
JNJ
$465B
$1.64M 0.51%
9,875
+9
SCHA icon
30
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$1.62M 0.51%
69,198
+7,245
VO icon
31
Vanguard Mid-Cap ETF
VO
$87.5B
$1.6M 0.5%
6,197
-524
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.6M 0.5%
2
-1
SHM icon
33
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$1.59M 0.5%
33,410
-2,198
CINF icon
34
Cincinnati Financial
CINF
$23.9B
$1.55M 0.48%
10,474
+55
JPM icon
35
JPMorgan Chase
JPM
$810B
$1.5M 0.47%
6,097
+559
PG icon
36
Procter & Gamble
PG
$354B
$1.41M 0.44%
8,252
MUB icon
37
iShares National Muni Bond ETF
MUB
$40.3B
$1.24M 0.39%
11,788
-287
ABBV icon
38
AbbVie
ABBV
$406B
$1.16M 0.36%
5,531
LOW icon
39
Lowe's Companies
LOW
$137B
$884K 0.28%
3,792
SPY icon
40
SPDR S&P 500 ETF Trust
SPY
$660B
$860K 0.27%
1,537
+350
MCD icon
41
McDonald's
MCD
$220B
$855K 0.27%
2,738
-100
HD icon
42
Home Depot
HD
$390B
$782K 0.24%
2,135
-2
ADP icon
43
Automatic Data Processing
ADP
$114B
$710K 0.22%
2,325
-56
PAYX icon
44
Paychex
PAYX
$45.5B
$688K 0.22%
4,459
AFL icon
45
Aflac
AFL
$57.6B
$662K 0.21%
5,954
JCI icon
46
Johnson Controls International
JCI
$71.2B
$650K 0.2%
8,120
LIN icon
47
Linde
LIN
$211B
$642K 0.2%
1,378
AMZN icon
48
Amazon
AMZN
$2.27T
$634K 0.2%
3,334
-300
IWB icon
49
iShares Russell 1000 ETF
IWB
$44.7B
$616K 0.19%
2,007
EMR icon
50
Emerson Electric
EMR
$72.8B
$583K 0.18%
5,318
+2
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