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
$82.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.58M
3
+$4.69M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.92%
2 Healthcare 5.84%
3 Industrials 4.41%
4 Financials 4.33%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$365K 0.44%
+15,770
52
$361K 0.44%
+6,740
53
$359K 0.43%
+2,736
54
$355K 0.43%
+2,061
55
$351K 0.42%
+2,389
56
$340K 0.41%
+6,183
57
$332K 0.4%
+4,531
58
$326K 0.39%
+4,222
59
$319K 0.38%
+3,451
60
$318K 0.38%
+4,736
61
$318K 0.38%
+4,036
62
$315K 0.38%
+3,650
63
$314K 0.38%
+4,095
64
$313K 0.38%
+9,561
65
$312K 0.38%
+1,952
66
$312K 0.38%
+2,779
67
$307K 0.37%
+4,448
68
$302K 0.36%
+4,000
69
$297K 0.36%
+1,880
70
$295K 0.36%
+1,821
71
$293K 0.35%
+1,369
72
$267K 0.32%
+3,768
73
$265K 0.32%
+2,393
74
$263K 0.32%
+974
75
$263K 0.32%
+3,629
1 2
3
4