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
$163M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.76M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.49M

Top Sells

1
+$433K
2
+$286K
3
+$258K
4
VUG icon
Vanguard Growth ETF
VUG
+$256K
5
AAPL icon
Apple
AAPL
+$249K

Sector Composition

1 Technology 8.4%
2 Healthcare 4.87%
3 Financials 4.72%
4 Consumer Staples 2.95%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.17%
+2,727
77
$266K 0.16%
3,244
-530
78
$265K 0.16%
3,024
-302
79
$265K 0.16%
3,215
-2,266
80
$262K 0.16%
+6,897
81
$259K 0.16%
1,863
-55
82
$238K 0.15%
+2,725
83
$237K 0.15%
+1,700
84
$235K 0.14%
5,383
-822
85
$230K 0.14%
635
86
$229K 0.14%
1,240
87
$228K 0.14%
3,760
88
$217K 0.13%
2,864
89
$217K 0.13%
+3,210
90
$217K 0.13%
+480
91
$211K 0.13%
2,250
-577
92
$211K 0.13%
11,827
-4,111
93
$207K 0.13%
+4,280
94
$202K 0.12%
+2,335
95
$200K 0.12%
+1,260
96
$68K 0.04%
1,027
+20
97
– –
-3,676
98
– –
-1,001
99
– –
-7,095
100
– –
-3,362
1 2 3
4