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
$264M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.6M
3
+$1.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.2M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$807K

Top Sells

1
+$318K
2
+$298K
3
+$230K
4
VV icon
Vanguard Large-Cap ETF
VV
+$186K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Technology 6.14%
2 Healthcare 3.5%
3 Financials 3.09%
4 Consumer Staples 1.88%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.14%
5,094
+5
77
$366K 0.14%
1,500
78
$365K 0.14%
4,009
-2
79
$356K 0.14%
3,799
80
$322K 0.12%
2,770
+4
81
$311K 0.12%
2,338
+1
82
$303K 0.11%
2,713
83
$300K 0.11%
2,969
84
$290K 0.11%
2,992
+1
85
$290K 0.11%
5,733
+3
86
$283K 0.11%
3,553
-2
87
$279K 0.11%
3,382
88
$273K 0.1%
9,491
-10,356
89
$272K 0.1%
4,699
90
$272K 0.1%
1,907
+2
91
$271K 0.1%
1,040
92
$267K 0.1%
2,621
-173
93
$266K 0.1%
1,908
-8
94
$259K 0.1%
2,751
+3
95
$258K 0.1%
4,182
+4
96
$245K 0.09%
2,627
-9
97
$243K 0.09%
6,433
-63
98
$237K 0.09%
875
99
$235K 0.09%
2,790
-2
100
$234K 0.09%
+1,218
1 2 3
4
5