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
$230M
AUM Growth
-$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$539K
3
+$515K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$500K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K

Top Sells

1
+$240K
2
+$228K
3
+$221K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$212K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$211K

Sector Composition

1 Technology 6.15%
2 Healthcare 3.96%
3 Financials 3.35%
4 Consumer Staples 2.08%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.23%
1,437
-1
52
$529K 0.23%
2,297
53
$497K 0.22%
719
-1
54
$484K 0.21%
2,763
-1
55
$483K 0.21%
4,690
+298
56
$481K 0.21%
6,266
+6
57
$475K 0.21%
4,042
+128
58
$471K 0.21%
2,007
59
$471K 0.21%
2,393
+1
60
$462K 0.2%
3,635
+620
61
$456K 0.2%
1,043
62
$456K 0.2%
1,667
63
$442K 0.19%
3,354
-7
64
$437K 0.19%
1,542
+2
65
$434K 0.19%
7,583
-9
66
$434K 0.19%
12,896
+1,167
67
$432K 0.19%
4,080
68
$431K 0.19%
8,109
-5
69
$414K 0.18%
1,053
+490
70
$388K 0.17%
1,500
-94
71
$387K 0.17%
6,727
+94
72
$379K 0.17%
3,914
-7
73
$345K 0.15%
1,981
-73
74
$343K 0.15%
4,011
-1
75
$338K 0.15%
3,799
1 2
3
4 5