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
$320M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.39M
3
+$976K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$680K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$518K

Top Sells

1
+$1.05M
2
+$528K
3
+$270K
4
VV icon
Vanguard Large-Cap ETF
VV
+$262K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$243K

Sector Composition

1 Technology 5.76%
2 Financials 3.45%
3 Healthcare 3.18%
4 Consumer Staples 1.77%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.2%
4,459
+1
52
$616K 0.19%
5,954
-20
53
$597K 0.19%
3,135
-227
54
$580K 0.18%
550
55
$577K 0.18%
1,378
56
$568K 0.18%
13,512
57
$550K 0.17%
940
-226
58
$547K 0.17%
4,169
59
$544K 0.17%
2,561
-23
60
$542K 0.17%
1,505
-13
61
$536K 0.17%
3,525
-39
62
$506K 0.16%
7,055
-1
63
$476K 0.15%
2,028
-24
64
$475K 0.15%
1,287
+16
65
$475K 0.15%
988
-31
66
$469K 0.15%
3,677
-48
67
$458K 0.14%
3,795
68
$456K 0.14%
4,580
-68
69
$450K 0.14%
1,773
70
$439K 0.14%
+428
71
$434K 0.14%
1,497
+16
72
$426K 0.13%
3,959
73
$421K 0.13%
3,722
74
$406K 0.13%
1,930
+1
75
$392K 0.12%
21,209
-771
1 2
3
4 5