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
$152M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$890K
3
+$706K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$596K
5
VB icon
Vanguard Small-Cap ETF
VB
+$535K

Top Sells

1
+$311K
2
+$249K
3
+$248K
4
MRK icon
Merck
MRK
+$211K
5
CMCSA icon
Comcast
CMCSA
+$209K

Sector Composition

1 Technology 8.4%
2 Financials 4.55%
3 Healthcare 4.08%
4 Consumer Staples 3.12%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$468K 0.31%
2,664
-118
52
$464K 0.31%
3,700
53
$441K 0.29%
504
-8
54
$439K 0.29%
1,520
-21
55
$438K 0.29%
1,306
56
$434K 0.29%
3,851
57
$431K 0.28%
1,661
-13
58
$413K 0.27%
5,318
-25
59
$412K 0.27%
1,738
60
$405K 0.27%
6,421
+897
61
$392K 0.26%
2,280
-1,440
62
$374K 0.25%
6,674
+18
63
$367K 0.24%
6,205
-38
64
$367K 0.24%
2,959
-62
65
$362K 0.24%
1,925
66
$360K 0.24%
4,481
67
$352K 0.23%
16,183
-5,067
68
$350K 0.23%
6,516
-47
69
$346K 0.23%
789
70
$345K 0.23%
1,918
71
$311K 0.2%
4,000
72
$302K 0.2%
5,694
-36
73
$296K 0.19%
776
74
$292K 0.19%
1,001
-8
75
$290K 0.19%
2,937
-158
1 2
3
4 5