HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.05M
3
+$789K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$664K
5
VB icon
Vanguard Small-Cap ETF
VB
+$569K

Top Sells

1
+$798K
2
+$395K
3
+$351K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$309K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

1 Technology 5.22%
2 Financials 3.55%
3 Healthcare 3.41%
4 Consumer Staples 1.83%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$580K 0.18%
4,149
52
$576K 0.18%
1,229
-749
53
$573K 0.18%
995
+55
54
$560K 0.18%
1,287
55
$548K 0.17%
4,079
-90
56
$545K 0.17%
1,463
-42
57
$543K 0.17%
550
58
$528K 0.17%
3,521
-4
59
$519K 0.16%
3,270
+444
60
$516K 0.16%
2,561
61
$500K 0.16%
7,057
+2
62
$494K 0.15%
3,723
+1
63
$490K 0.15%
3,139
+4
64
$480K 0.15%
2,028
65
$474K 0.15%
3,677
66
$470K 0.15%
3,949
-10
67
$462K 0.14%
3,795
68
$452K 0.14%
5,039
+459
69
$449K 0.14%
988
70
$449K 0.14%
+2,683
71
$444K 0.14%
4,011
+1
72
$442K 0.14%
1,498
+1
73
$442K 0.14%
2,207
+116
74
$440K 0.14%
1,774
+1
75
$412K 0.13%
20,844
-365
1 2
3
4 5