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
$283M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$442K
3
+$415K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$385K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$371K

Top Sells

1
+$1.34M
2
+$653K
3
+$209K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$166K
5
GWW icon
W.W. Grainger
GWW
+$129K

Sector Composition

1 Technology 6.1%
2 Healthcare 3.78%
3 Financials 3.34%
4 Consumer Staples 1.92%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.13%
2,338
77
$371K 0.13%
1,532
-8
78
$367K 0.13%
2,621
79
$364K 0.13%
4,010
+1
80
$353K 0.12%
2,773
+3
81
$328K 0.12%
2,713
82
$313K 0.11%
3,476
-77
83
$310K 0.11%
+12,161
84
$304K 0.11%
1,230
-270
85
$296K 0.1%
3,395
+13
86
$293K 0.1%
1,944
+36
87
$292K 0.1%
1,907
88
$290K 0.1%
2,998
+6
89
$288K 0.1%
2,979
+10
90
$283K 0.1%
4,699
91
$275K 0.1%
986
-54
92
$274K 0.1%
747
93
$272K 0.1%
1,274
94
$270K 0.1%
6,446
+13
95
$267K 0.09%
+2,181
96
$267K 0.09%
875
97
$263K 0.09%
5,263
-470
98
$254K 0.09%
1,218
99
$253K 0.09%
2,765
+14
100
$249K 0.09%
2,642
+15
1 2 3
4
5