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
$127M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$204K
3
+$179K
4
VTV icon
Vanguard Value ETF
VTV
+$125K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$113K

Top Sells

1
+$16.3M
2
+$1.57M
3
+$1.4M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.1M

Sector Composition

1 Technology 8.56%
2 Healthcare 4.74%
3 Financials 4.22%
4 Consumer Staples 3.41%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$431K 0.34%
2,563
-15
52
$430K 0.34%
8,638
+542
53
$417K 0.33%
2,600
+320
54
$402K 0.32%
1,918
55
$395K 0.31%
3,851
56
$395K 0.31%
1,306
57
$392K 0.31%
4,481
58
$380K 0.3%
5,318
59
$373K 0.29%
1,520
60
$370K 0.29%
6,765
+272
61
$367K 0.29%
1,661
62
$353K 0.28%
504
63
$345K 0.27%
15,938
+519
64
$340K 0.27%
3,700
65
$329K 0.26%
2,959
66
$320K 0.25%
3,605
+708
67
$314K 0.25%
6,205
68
$301K 0.24%
3,326
-784
69
$294K 0.23%
6,516
70
$291K 0.23%
3,774
+530
71
$288K 0.23%
789
72
$283K 0.22%
4,000
73
$282K 0.22%
1,925
74
$260K 0.2%
2,762
75
$258K 0.2%
3,362
+186
1 2
3
4