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
$127M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$204K
3
+$179K
4
VTV icon
Vanguard Value ETF
VTV
+$125K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$113K

Top Sells

1
+$16.3M
2
+$1.57M
3
+$1.4M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.1M

Sector Composition

1 Technology 8.56%
2 Healthcare 4.74%
3 Financials 4.22%
4 Consumer Staples 3.41%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.2%
5,694
77
$247K 0.19%
2,713
78
$246K 0.19%
5,481
-956
79
$242K 0.19%
4,000
80
$241K 0.19%
3,760
81
$235K 0.18%
1,001
82
$230K 0.18%
776
83
$225K 0.18%
2,827
+577
84
$224K 0.18%
+7,095
85
$223K 0.18%
2,864
86
$204K 0.16%
+3,676
87
$201K 0.16%
1,240
88
$200K 0.16%
635
89
$63K 0.05%
1,007
90
– –
-7,617
91
– –
-1,700
92
– –
-2,725
93
– –
-1,274
94
– –
-480
95
– –
-4,655
96
– –
-345,124
1 2 3
4