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
-$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
26
$2.2M 0.69%
99,456
+21,047
27
$2.13M 0.66%
80,372
+11,233
28
$1.96M 0.61%
22,311
+1,671
29
$1.64M 0.51%
9,875
+9
30
$1.62M 0.51%
69,198
+7,245
31
$1.6M 0.5%
6,197
-524
32
$1.6M 0.5%
2
-1
33
$1.59M 0.5%
33,410
-2,198
34
$1.55M 0.48%
10,474
+55
35
$1.5M 0.47%
6,097
+559
36
$1.41M 0.44%
8,252
37
$1.24M 0.39%
11,788
-287
38
$1.16M 0.36%
5,531
39
$884K 0.28%
3,792
40
$860K 0.27%
1,537
+350
41
$855K 0.27%
2,738
-100
42
$782K 0.24%
2,135
-2
43
$710K 0.22%
2,325
-56
44
$688K 0.22%
4,459
45
$662K 0.21%
5,954
46
$650K 0.2%
8,120
47
$642K 0.2%
1,378
48
$634K 0.2%
3,334
-300
49
$616K 0.19%
2,007
50
$583K 0.18%
5,318
+2
1
2
3 4 5