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
$93.4M
AUM Growth
-$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.04M
3
+$1.58M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$645K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$399K

Top Sells

1
+$431K
2
+$357K
3
+$335K
4
RTX icon
RTX Corp
RTX
+$334K
5
ELV icon
Elevance Health
ELV
+$234K

Sector Composition

1 Technology 8.88%
2 Healthcare 5.24%
3 Consumer Staples 4.39%
4 Financials 3.77%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.26%
2,682
+502
77
$242K 0.26%
2,762
78
$222K 0.24%
2,145
-295
79
$220K 0.24%
789
-10
80
$216K 0.23%
3,676
81
$216K 0.23%
2,865
82
$213K 0.23%
4,000
83
$211K 0.23%
4,360
84
$208K 0.22%
2,864
-128
85
$204K 0.22%
+6,354
86
$204K 0.22%
+2,701
87
$203K 0.22%
458
-71
88
$203K 0.22%
+3,434
89
$200K 0.21%
3,577
-177
90
$53K 0.06%
1,007
91
– –
-3,188
92
– –
-5,170
93
– –
-776
94
– –
-4,433
95
– –
-3,417
96
– –
-964
97
– –
-3,489
98
– –
-3,341
99
– –
-4,939
1 2 3
4