HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$354M
This Quarter Return
-12.24%
1 Year Return
+12.73%
3 Year Return
+46.63%
5 Year Return
+74.48%
10 Year Return
–
AUM
$82.9M
AUM Growth
–
Cap. Flow
+$82.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.75%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$6.63M |
| 2 |
Vanguard Growth ETF
VUG
|
$5.58M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$4.69M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$4.55M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$3.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.92% |
| 2 | Healthcare | 5.84% |
| 3 | Industrials | 4.41% |
| 4 | Financials | 4.33% |
| 5 | Consumer Staples | 3.79% |
