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
$230M
AUM Growth
-$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$539K
3
+$515K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$500K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K

Top Sells

1
+$240K
2
+$228K
3
+$221K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$212K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$211K

Sector Composition

1 Technology 6.15%
2 Healthcare 3.96%
3 Financials 3.35%
4 Consumer Staples 2.08%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.15%
3,043
-6
77
$336K 0.15%
5,089
-2
78
$331K 0.14%
2,766
+8
79
$324K 0.14%
1,467
80
$318K 0.14%
4,069
-31
81
$314K 0.14%
485
+1
82
$308K 0.13%
5,730
83
$302K 0.13%
2,969
84
$281K 0.12%
2,337
+4
85
$280K 0.12%
2,713
86
$265K 0.12%
3,382
-1
87
$264K 0.11%
2,991
+2
88
$254K 0.11%
2,748
-2
89
$253K 0.11%
3,555
-65
90
$251K 0.11%
4,699
91
$251K 0.11%
1,916
-5
92
$250K 0.11%
1,905
-2
93
$247K 0.11%
2,794
94
$243K 0.11%
4,178
-1
95
$239K 0.1%
+1,040
96
$225K 0.1%
2,792
97
$223K 0.1%
3,485
-9
98
$219K 0.1%
+5,656
99
$216K 0.09%
+875
100
$215K 0.09%
2,636
1 2 3
4
5