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
$171M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.5M
3
+$1.09M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$729K

Top Sells

1
+$1.09M
2
+$315K
3
+$242K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$148K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$61.6K

Sector Composition

1 Technology 6.27%
2 Healthcare 4.58%
3 Financials 3.28%
4 Consumer Staples 2.66%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$456K 0.27%
2,526
-50
52
$454K 0.26%
3,258
-75
53
$450K 0.26%
3,035
-55
54
$440K 0.26%
2,118
-65
55
$434K 0.25%
4,490
-90
56
$430K 0.25%
1,847
-30
57
$421K 0.25%
4,562
-50
58
$403K 0.24%
4,618
+93
59
$400K 0.23%
1,485
-35
60
$398K 0.23%
8,096
61
$380K 0.22%
1,790
-40
62
$376K 0.22%
769
-20
63
$369K 0.22%
1,656
-40
64
$368K 0.21%
5,198
-120
65
$358K 0.21%
6,376
-140
66
$343K 0.2%
4,000
67
$336K 0.2%
1,661
68
$328K 0.19%
2,900
+280
69
$325K 0.19%
4,172
-95
70
$311K 0.18%
3,616
+68
71
$310K 0.18%
3,220
72
$298K 0.17%
9,732
+2,260
73
$279K 0.16%
2,727
74
$277K 0.16%
2,976
75
$266K 0.16%
3,472
-80
1 2
3
4