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
$93.4M
AUM Growth
-$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.04M
3
+$1.58M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$645K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$399K

Top Sells

1
+$431K
2
+$357K
3
+$335K
4
RTX icon
RTX Corp
RTX
+$334K
5
ELV icon
Elevance Health
ELV
+$234K

Sector Composition

1 Technology 8.88%
2 Healthcare 5.24%
3 Consumer Staples 4.39%
4 Financials 3.77%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$402K 0.43%
2,634
52
$400K 0.43%
5,154
53
$400K 0.43%
4,497
54
$385K 0.41%
3,834
-61
55
$380K 0.41%
4,182
56
$380K 0.41%
14,692
+3,104
57
$379K 0.41%
1,935
58
$372K 0.4%
1,344
59
$351K 0.38%
3,625
60
$348K 0.37%
4,000
61
$333K 0.36%
14,665
+130
62
$325K 0.35%
3,056
-35
63
$315K 0.34%
3,851
64
$309K 0.33%
1,791
-23
65
$296K 0.32%
7,319
-316
66
$289K 0.31%
2,973
-556
67
$282K 0.3%
7,888
-878
68
$276K 0.3%
1,525
-302
69
$274K 0.29%
5,710
-662
70
$273K 0.29%
3,488
-226
71
$273K 0.29%
3,189
-312
72
$268K 0.29%
3,248
-396
73
$258K 0.28%
1,931
-65
74
$257K 0.28%
8,821
75
$245K 0.26%
5,325
-622
1 2
3
4