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
$171M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.5M
3
+$1.09M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$729K

Top Sells

1
+$1.09M
2
+$315K
3
+$242K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$148K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$61.6K

Sector Composition

1 Technology 6.27%
2 Healthcare 4.58%
3 Financials 3.28%
4 Consumer Staples 2.66%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.15%
481
77
$261K 0.15%
1,274
78
$257K 0.15%
2,713
79
$254K 0.15%
2,843
80
$253K 0.15%
3,599
-65
81
$251K 0.15%
1,952
-45
82
$251K 0.15%
6,620
-52
83
$246K 0.14%
4,028
+28
84
$239K 0.14%
2,959
85
$236K 0.14%
2,507
-271
86
$234K 0.14%
3,760
87
$229K 0.13%
2,754
88
$227K 0.13%
1,651
-40
89
$226K 0.13%
2,969
-55
90
$225K 0.13%
5,614
-80
91
$210K 0.12%
2,653
-72
92
$202K 0.12%
+1,260
93
$172K 0.1%
11,187
94
$59K 0.03%
1,027
95
– –
-2,515
1 2 3
4