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
$168M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$756K
3
+$356K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$284K

Top Sells

1
+$219K
2
+$210K
3
+$207K
4
BF.B icon
Brown-Forman Class B
BF.B
+$206K
5
INTC icon
Intel
INTC
+$206K

Sector Composition

1 Technology 7.6%
2 Healthcare 4.18%
3 Financials 4.1%
4 Consumer Staples 2.65%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.29%
3,700
52
$487K 0.29%
4,126
-147
53
$481K 0.29%
1,877
54
$446K 0.27%
1,520
55
$438K 0.26%
1,661
56
$436K 0.26%
2,578
-86
57
$423K 0.25%
504
58
$417K 0.25%
1,738
59
$417K 0.25%
5,318
60
$415K 0.25%
3,851
61
$379K 0.23%
6,437
+16
62
$377K 0.22%
1,925
63
$375K 0.22%
2,280
64
$371K 0.22%
2,959
65
$366K 0.22%
4,481
66
$356K 0.21%
+1,274
67
$351K 0.21%
6,493
-181
68
$349K 0.21%
4,000
69
$340K 0.2%
6,516
70
$336K 0.2%
4,110
+1,086
71
$327K 0.19%
6,205
72
$318K 0.19%
1,918
73
$315K 0.19%
15,419
-764
74
$310K 0.18%
5,694
75
$310K 0.18%
789
1 2
3
4 5