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
$264M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.6M
3
+$1.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.2M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$807K

Top Sells

1
+$318K
2
+$298K
3
+$230K
4
VV icon
Vanguard Large-Cap ETF
VV
+$186K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Technology 6.14%
2 Healthcare 3.5%
3 Financials 3.09%
4 Consumer Staples 1.88%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.09%
+1,274
102
$227K 0.09%
3,489
+4
103
$222K 0.08%
+1,240
104
$221K 0.08%
747
-2
105
$217K 0.08%
+5,777
106
$210K 0.08%
+674
107
$209K 0.08%
1,654
-2
108
$206K 0.08%
+2,449
109
$200K 0.08%
5,656
110
$173K 0.07%
10,321
-341
111
$27.9K 0.01%
+13,300
112
– –
-4,069
113
– –
0
1 2 3 4
5