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
$230M
AUM Growth
-$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$539K
3
+$515K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$500K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K

Top Sells

1
+$240K
2
+$228K
3
+$221K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$212K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$211K

Sector Composition

1 Technology 6.15%
2 Healthcare 3.96%
3 Financials 3.35%
4 Consumer Staples 2.08%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.09%
6,496
-33
102
$204K 0.09%
+749
103
$204K 0.09%
1,656
-2
104
$160K 0.07%
10,662
-689
105
– –
-5,442
106
– –
-5,777
107
– –
0
108
– –
-2,451
109
– –
-858
110
– –
-1,274
111
– –
-1,218
112
– –
-1,240
1 2 3 4
5