HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$354M
This Quarter Return
+18.65%
1 Year Return
+12.73%
3 Year Return
+46.63%
5 Year Return
+74.48%
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+11%)
Cap. Flow
-$857K
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
58.99%
Holding
94
New
4
Increased
18
Reduced
46
Closed
5
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$2.79M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.41M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.67M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.56M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.04M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.09M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.13M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.7M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.04M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$905K |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Healthcare | 4.79% |
| 3 | Consumer Staples | 3.94% |
| 4 | Financials | 3.76% |
| 5 | Industrials | 3.06% |
