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
$283M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$442K
3
+$415K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$385K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$371K

Top Sells

1
+$1.34M
2
+$653K
3
+$209K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$166K
5
GWW icon
W.W. Grainger
GWW
+$129K

Sector Composition

1 Technology 6.1%
2 Healthcare 3.78%
3 Financials 3.34%
4 Consumer Staples 1.92%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$617K 0.22%
4,677
+8
52
$611K 0.22%
3,493
-45
53
$606K 0.21%
2,425
-212
54
$597K 0.21%
587
-127
55
$578K 0.2%
2,007
56
$578K 0.2%
1,615
57
$556K 0.2%
2,182
-145
58
$553K 0.2%
2,062
-225
59
$542K 0.19%
3,058
+17
60
$531K 0.19%
8,131
+20
61
$531K 0.19%
2,683
62
$526K 0.19%
1,094
+58
63
$525K 0.19%
13,040
64
$512K 0.18%
4,079
65
$509K 0.18%
3,343
-8
66
$474K 0.17%
1,043
67
$463K 0.16%
7,244
-52
68
$459K 0.16%
3,950
-2
69
$459K 0.16%
5,342
-873
70
$446K 0.16%
3,923
+2
71
$421K 0.15%
1,975
72
$416K 0.15%
1,471
+3
73
$414K 0.15%
5,095
+1
74
$399K 0.14%
6,871
+144
75
$392K 0.14%
470
+1
1 2
3
4 5