HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.05M
3
+$789K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$664K
5
VB icon
Vanguard Small-Cap ETF
VB
+$569K

Top Sells

1
+$798K
2
+$395K
3
+$351K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$309K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

1 Technology 5.22%
2 Financials 3.55%
3 Healthcare 3.41%
4 Consumer Staples 1.83%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.13%
428
77
$404K 0.13%
1,930
78
$395K 0.12%
6,406
+598
79
$395K 0.12%
1,450
80
$390K 0.12%
758
-409
81
$365K 0.11%
4,862
-2
82
$351K 0.11%
5,977
-743
83
$336K 0.1%
958
84
$331K 0.1%
2,969
85
$321K 0.1%
8,365
-5,147
86
$320K 0.1%
2,418
87
$312K 0.1%
2,883
+41
88
$304K 0.1%
2,792
+2
89
$303K 0.09%
2,593
90
$299K 0.09%
3,323
91
$298K 0.09%
3,185
92
$295K 0.09%
1,273
93
$293K 0.09%
875
94
$292K 0.09%
2,783
+9
95
$287K 0.09%
2,326
96
$286K 0.09%
13,518
97
$286K 0.09%
4,604
98
$279K 0.09%
2,287
+2
99
$276K 0.09%
1,337
100
$274K 0.09%
2,366
+458
2 3
4
5 6