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
$168M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$756K
3
+$356K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$284K

Top Sells

1
+$219K
2
+$210K
3
+$207K
4
BF.B icon
Brown-Forman Class B
BF.B
+$206K
5
INTC icon
Intel
INTC
+$206K

Sector Composition

1 Technology 7.6%
2 Healthcare 4.18%
3 Financials 4.1%
4 Consumer Staples 2.65%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.18%
+7,617
77
$290K 0.17%
4,000
78
$289K 0.17%
776
79
$280K 0.17%
2,713
80
$270K 0.16%
2,762
-175
81
$265K 0.16%
2,725
82
$261K 0.16%
1,001
83
$256K 0.15%
2,897
84
$248K 0.15%
3,760
85
$244K 0.15%
3,244
-187
86
$228K 0.14%
1,700
87
$227K 0.14%
635
88
$223K 0.13%
1,240
89
$216K 0.13%
2,864
90
$216K 0.13%
4,655
91
$213K 0.13%
2,250
92
$213K 0.13%
3,176
93
$206K 0.12%
480
94
$61K 0.04%
1,007
95
– –
-386
96
– –
-2,744
97
– –
-3,676
98
– –
-1,600
99
– –
-2,335
100
– –
-6,398
1 2 3
4
5