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
$264M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.6M
3
+$1.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.2M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$807K

Top Sells

1
+$318K
2
+$298K
3
+$230K
4
VV icon
Vanguard Large-Cap ETF
VV
+$186K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Technology 6.14%
2 Healthcare 3.5%
3 Financials 3.09%
4 Consumer Staples 1.88%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.22%
6,071
52
$590K 0.22%
1,437
53
$577K 0.22%
3,797
+162
54
$569K 0.22%
1,206
-55
55
$550K 0.21%
2,327
-66
56
$533K 0.2%
2,683
-80
57
$526K 0.2%
2,007
58
$513K 0.19%
6,215
-51
59
$509K 0.19%
4,669
-21
60
$498K 0.19%
1,043
61
$496K 0.19%
13,040
+144
62
$484K 0.18%
1,615
-52
63
$472K 0.18%
3,351
-3
64
$468K 0.18%
8,111
+2
65
$453K 0.17%
1,036
-17
66
$443K 0.17%
7,296
-287
67
$433K 0.16%
3,041
-2
68
$432K 0.16%
3,921
+7
69
$430K 0.16%
4,079
-1
70
$422K 0.16%
1,540
-2
71
$416K 0.16%
1,975
-6
72
$395K 0.15%
3,952
-90
73
$392K 0.15%
6,727
74
$381K 0.14%
1,468
+1
75
$381K 0.14%
469
-16
1 2
3
4 5