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
$139M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$758K
3
+$592K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$457K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$440K

Top Sells

1
+$469K
2
+$276K
3
+$218K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$205K
5
META icon
Meta Platforms (Facebook)
META
+$204K

Sector Composition

1 Technology 8.08%
2 Financials 4.74%
3 Healthcare 4.67%
4 Industrials 3.46%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.22%
3,095
77
$299K 0.22%
4,000
78
$296K 0.21%
5,730
+36
79
$281K 0.2%
4,000
80
$279K 0.2%
776
81
$274K 0.2%
2,713
82
$271K 0.2%
3,385
+23
83
$262K 0.19%
3,064
+40
84
$251K 0.18%
3,792
+32
85
$249K 0.18%
878
+55
86
$245K 0.18%
1,009
+8
87
$238K 0.17%
+3,713
88
$226K 0.16%
2,864
89
$221K 0.16%
6,943
-512
90
$219K 0.16%
+2,824
91
$216K 0.16%
+1,619
92
$209K 0.15%
+3,859
93
$208K 0.15%
+1,240
94
$203K 0.15%
2,286
-415
95
$203K 0.15%
+635
96
$61K 0.04%
1,007
97
– –
-2,744
98
– –
-748
99
– –
-6,606
100
– –
-4,070
1 2 3
4