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
$139M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$758K
3
+$592K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$457K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$440K

Top Sells

1
+$469K
2
+$276K
3
+$218K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$205K
5
META icon
Meta Platforms (Facebook)
META
+$204K

Sector Composition

1 Technology 8.08%
2 Financials 4.74%
3 Healthcare 4.67%
4 Industrials 3.46%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$506K 0.36%
3,576
52
$486K 0.35%
8,153
-485
53
$486K 0.35%
21,250
+2
54
$452K 0.33%
6,142
+583
55
$432K 0.31%
1,541
+21
56
$421K 0.3%
5,343
+25
57
$417K 0.3%
3,851
58
$412K 0.3%
1,738
59
$408K 0.29%
1,674
+13
60
$403K 0.29%
1,306
61
$388K 0.28%
4,481
62
$387K 0.28%
6,656
+163
63
$386K 0.28%
512
+54
64
$383K 0.28%
3,700
65
$370K 0.27%
1,918
66
$359K 0.26%
6,243
+43
67
$357K 0.26%
3,021
+62
68
$351K 0.25%
+3,400
69
$350K 0.25%
1,925
70
$337K 0.24%
3,605
71
$336K 0.24%
6,563
+47
72
$316K 0.23%
789
73
$311K 0.22%
4,137
-56
74
$308K 0.22%
5,524
+43
75
$302K 0.22%
7,740
+718
1 2
3
4