HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$354M
This Quarter Return
-0.95%
1 Year Return
+12.73%
3 Year Return
+46.63%
5 Year Return
+74.48%
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(-0.08%)
Cap. Flow
+$4.33M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
55.89%
Holding
126
New
5
Increased
40
Reduced
34
Closed
6
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.15M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$1.05M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$789K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$664K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$569K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$798K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$395K |
| 3 |
Invesco QQQ Trust
QQQ
|
$351K |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$309K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Tesla
TSLA
$1.08T
| – | – |
-676
| Closed | -$273K |
|