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
$152M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$890K
3
+$706K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$596K
5
VB icon
Vanguard Small-Cap ETF
VB
+$535K

Top Sells

1
+$311K
2
+$249K
3
+$248K
4
MRK icon
Merck
MRK
+$211K
5
CMCSA icon
Comcast
CMCSA
+$209K

Sector Composition

1 Technology 8.4%
2 Financials 4.55%
3 Healthcare 4.08%
4 Consumer Staples 3.12%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.19%
4,000
77
$284K 0.19%
2,713
78
$276K 0.18%
3,024
-40
79
$267K 0.18%
3,431
-2,711
80
$261K 0.17%
3,176
-209
81
$258K 0.17%
2,897
-708
82
$253K 0.17%
3,760
-32
83
$250K 0.16%
2,725
-99
84
$233K 0.15%
2,864
85
$225K 0.15%
635
86
$223K 0.15%
2,250
-36
87
$221K 0.15%
1,240
88
$219K 0.14%
1,600
-19
89
$211K 0.14%
4,655
-3,085
90
$210K 0.14%
6,398
-545
91
$208K 0.14%
1,700
-1,700
92
$207K 0.14%
+3,145
93
$206K 0.14%
+2,744
94
$206K 0.14%
3,676
-37
95
$205K 0.13%
+480
96
$204K 0.13%
+386
97
$200K 0.13%
+2,335
98
$66K 0.04%
1,007
99
– –
-3,859
100
– –
-4,137
1 2 3
4
5