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
$320M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.39M
3
+$976K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$680K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$518K

Top Sells

1
+$1.05M
2
+$528K
3
+$270K
4
VV icon
Vanguard Large-Cap ETF
VV
+$262K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$243K

Sector Composition

1 Technology 5.76%
2 Financials 3.45%
3 Healthcare 3.18%
4 Consumer Staples 1.77%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.12%
6,720
-957
77
$382K 0.12%
1,450
78
$382K 0.12%
2,842
-6
79
$372K 0.12%
4,864
+2
80
$361K 0.11%
2,674
-78
81
$358K 0.11%
4,010
82
$349K 0.11%
2,091
83
$344K 0.11%
5,808
+119
84
$340K 0.11%
2,826
+2
85
$326K 0.1%
2,593
-37
86
$320K 0.1%
875
87
$317K 0.1%
1,675
-476
88
$311K 0.1%
1,337
89
$304K 0.1%
1,086
90
$303K 0.09%
958
-34
91
$293K 0.09%
13,518
92
$291K 0.09%
1,295
93
$290K 0.09%
3,185
-21
94
$289K 0.09%
2,969
95
$280K 0.09%
2,418
96
$276K 0.09%
1,697
-25
97
$275K 0.09%
2,774
-3
98
$273K 0.09%
+676
99
$271K 0.08%
4,604
100
$271K 0.08%
747
1 2 3
4
5