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
$320M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.39M
3
+$976K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$680K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$518K

Top Sells

1
+$1.05M
2
+$528K
3
+$270K
4
VV icon
Vanguard Large-Cap ETF
VV
+$262K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$243K

Sector Composition

1 Technology 5.76%
2 Financials 3.45%
3 Healthcare 3.18%
4 Consumer Staples 1.77%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$265K 0.08%
3,323
-63
102
$265K 0.08%
2,326
+75
103
$262K 0.08%
2,790
104
$259K 0.08%
283
105
$257K 0.08%
1,273
106
$248K 0.08%
1,094
-18
107
$246K 0.08%
2,285
-631
108
$241K 0.08%
+3,426
109
$234K 0.07%
5,846
-8
110
$229K 0.07%
673
111
$228K 0.07%
3,488
112
$224K 0.07%
1,908
+80
113
$223K 0.07%
+1,999
114
$221K 0.07%
3,841
-80
115
$220K 0.07%
3,826
+12
116
$216K 0.07%
2,235
117
$214K 0.07%
5,777
118
$207K 0.06%
352
119
$207K 0.06%
587
+1
120
$202K 0.06%
7,616
-4
121
$170K 0.05%
+41,444
122
– –
-4,185
123
– –
-3,027
1 2 3 4
5