HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $408M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.2M
3
+$2.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.98M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.48M

Top Sells

1
+$805K
2
+$708K
3
+$551K
4
AAPL icon
Apple
AAPL
+$545K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$423K

Sector Composition

1 Financials 2.64%
2 Technology 2.31%
3 Healthcare 1.88%
4 Industrials 1.34%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
76
Stryker
SYK
$148B
$363K 0.09%
1,034
-92
XLK icon
77
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$355K 0.09%
2,466
-208
VGSH icon
78
Vanguard Short-Term Treasury ETF
VGSH
$27.1B
$351K 0.09%
5,977
DFCA icon
79
Dimensional California Municipal Bond ETF
DFCA
$664M
$349K 0.09%
6,966
LOW icon
80
Lowe's Companies
LOW
$144B
$346K 0.08%
1,434
-358
IAU icon
81
iShares Gold Trust
IAU
$85.6B
$344K 0.08%
+4,237
GEV icon
82
GE Vernova
GEV
$238B
$340K 0.08%
520
CVX icon
83
Chevron
CVX
$375B
$340K 0.08%
2,229
-108
V icon
84
Visa
V
$616B
$336K 0.08%
958
-1
XOM icon
85
Exxon Mobil
XOM
$643B
$334K 0.08%
2,773
-365
PEP icon
86
PepsiCo
PEP
$229B
$331K 0.08%
2,303
-224
VBK icon
87
Vanguard Small-Cap Growth ETF
VBK
$21.5B
$324K 0.08%
1,072
GOOGL icon
88
Alphabet (Google) Class A
GOOGL
$3.71T
$322K 0.08%
1,030
EFG icon
89
iShares MSCI EAFE Growth ETF
EFG
$9.93B
$317K 0.08%
2,787
+857
VGT icon
90
Vanguard Information Technology ETF
VGT
$110B
$316K 0.08%
420
+102
SYY icon
91
Sysco
SYY
$43.7B
$316K 0.08%
4,287
-379
IVW icon
92
iShares S&P 500 Growth ETF
IVW
$64.2B
$315K 0.08%
+2,552
QUAL icon
93
iShares MSCI USA Quality Factor ETF
QUAL
$50.2B
$314K 0.08%
+1,579
VTEC icon
94
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.95B
$312K 0.08%
3,110
+99
LRGF icon
95
iShares US Equity Factor ETF
LRGF
$3.09B
$311K 0.08%
+4,480
ONB icon
96
Old National Bancorp
ONB
$9B
$302K 0.07%
13,518
SUB icon
97
iShares Short-Term National Muni Bond ETF
SUB
$10.9B
$290K 0.07%
2,721
+67
XLY icon
98
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$288K 0.07%
2,416
-174
APD icon
99
Air Products & Chemicals
APD
$61.4B
$286K 0.07%
1,157
-130
ESML icon
100
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.36B
$285K 0.07%
6,188
2 3
4
5 6