HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$408M
1-Year Est. Return
16.7%
This Fund
S&P 500
1 Year Est. Return
+16.7%
AUM
$408M
AUM Growth
+$22.4M
(+5.8%)
Holding
126
Top Buys
| 1 | +$3.63M | |
| 2 | +$3.2M | |
| 3 | +$2.2M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$1.98M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.48M |
Top Sells
| 1 | +$805K | |
| 2 | +$708K | |
| 3 | +$551K | |
| 4 |
Apple
AAPL
|
+$545K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$423K |
Sector Composition
| 1 | Financials | 2.64% |
| 2 | Technology | 2.31% |
| 3 | Healthcare | 1.88% |
| 4 | Industrials | 1.34% |
| 5 | Consumer Staples | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Total World Stock ETF
VT
$63.9B
| – | – |
-2,309
|
|