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
$163M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.76M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.49M

Top Sells

1
+$433K
2
+$286K
3
+$258K
4
VUG icon
Vanguard Growth ETF
VUG
+$256K
5
AAPL icon
Apple
AAPL
+$249K

Sector Composition

1 Technology 8.4%
2 Healthcare 4.87%
3 Financials 4.72%
4 Consumer Staples 2.95%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.29%
4,046
-352
52
$469K 0.29%
1,877
53
$451K 0.28%
1,738
54
$450K 0.28%
3,220
-480
55
$444K 0.27%
1,661
56
$441K 0.27%
1,830
-95
57
$435K 0.27%
23,716
-8,618
58
$434K 0.27%
5,318
59
$420K 0.26%
6,516
60
$407K 0.25%
789
61
$398K 0.24%
2,440
-160
62
$381K 0.23%
776
63
$379K 0.23%
4,000
64
$376K 0.23%
4,267
-214
65
$372K 0.23%
14,706
-5,766
66
$368K 0.23%
481
-23
67
$348K 0.21%
2,538
-25
68
$331K 0.2%
4,000
69
$328K 0.2%
2,959
70
$321K 0.2%
6,294
-471
71
$318K 0.2%
+1,274
72
$317K 0.19%
5,694
73
$308K 0.19%
2,762
74
$305K 0.19%
2,713
75
$284K 0.17%
2,843
-762
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3
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