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
$152M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$890K
3 +$706K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$596K
5
VB icon
Vanguard Small-Cap ETF
VB
+$535K

Top Sells

1 +$311K
2 +$249K
3 +$248K
4
MRK icon
Merck
MRK
+$211K
5
CMCSA icon
Comcast
CMCSA
+$209K

Sector Composition

1 Technology 8.4%
2 Financials 4.55%
3 Healthcare 4.08%
4 Consumer Staples 3.12%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-878