HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.05M
3
+$789K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$664K
5
VB icon
Vanguard Small-Cap ETF
VB
+$569K

Top Sells

1
+$798K
2
+$395K
3
+$351K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$309K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

1 Technology 5.22%
2 Financials 3.55%
3 Healthcare 3.41%
4 Consumer Staples 1.83%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.09%
1,086
102
$268K 0.08%
2,569
-105
103
$268K 0.08%
283
104
$263K 0.08%
5,808
-38
105
$256K 0.08%
1,295
106
$250K 0.08%
1,093
-1
107
$250K 0.08%
1,697
108
$246K 0.08%
747
109
$242K 0.08%
1,564
-111
110
$239K 0.07%
3,846
+5
111
$238K 0.07%
+566
112
$237K 0.07%
+954
113
$236K 0.07%
3,291
-135
114
$235K 0.07%
673
115
$232K 0.07%
3,826
116
$229K 0.07%
5,777
117
$224K 0.07%
3,488
118
$212K 0.07%
+6,264
119
$210K 0.07%
+1,429
120
$102K 0.03%
31,444
-10,000
121
– –
-1,999
122
– –
-352
123
– –
-7,616
124
– –
-676
125
– –
-587
2 3 4
5
6