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
$283M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$442K
3
+$415K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$385K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$371K

Top Sells

1
+$1.34M
2
+$653K
3
+$209K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$166K
5
GWW icon
W.W. Grainger
GWW
+$129K

Sector Composition

1 Technology 6.1%
2 Healthcare 3.78%
3 Financials 3.34%
4 Consumer Staples 1.92%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.09%
+501
102
$237K 0.08%
2,428
-21
103
$234K 0.08%
675
+1
104
$234K 0.08%
3,919
-263
105
$233K 0.08%
+4,017
106
$230K 0.08%
3,285
-204
107
$229K 0.08%
5,777
108
$229K 0.08%
2,790
109
$228K 0.08%
1,240
110
$215K 0.08%
7,745
-1,746
111
$214K 0.08%
+1,186
112
$213K 0.08%
5,656
113
$207K 0.07%
+283
114
$205K 0.07%
+2,187
115
$188K 0.07%
10,667
+346
116
– –
-12,365
117
– –
-13,300
118
– –
-1,654
1 2 3 4
5