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
$82.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.58M
3
+$4.69M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.92%
2 Healthcare 5.84%
3 Industrials 4.41%
4 Financials 4.33%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.31%
+3,714
77
$246K 0.3%
+9,234
78
$238K 0.29%
+824
79
$237K 0.29%
+2,762
80
$233K 0.28%
+2,865
81
$226K 0.27%
+2,760
82
$226K 0.27%
+3,138
83
$219K 0.26%
+4,403
84
$214K 0.26%
+529
85
$213K 0.26%
+4,360
86
$205K 0.25%
+5,147
87
$108K 0.13%
+2,087
88
$58K 0.07%
+1,007
89
$16K 0.02%
+964
1 2 3
4