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
$93.4M
AUM Growth
-$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.04M
3
+$1.58M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$645K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$399K

Top Sells

1
+$431K
2
+$357K
3
+$335K
4
RTX icon
RTX Corp
RTX
+$334K
5
ELV icon
Elevance Health
ELV
+$234K

Sector Composition

1 Technology 8.88%
2 Healthcare 5.24%
3 Consumer Staples 4.39%
4 Financials 3.77%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.21M 8.79%
64,195
+12,375
2
$6.48M 6.94%
53,782
+18,959
3
$6.4M 6.85%
37,344
-441
4
$5.09M 5.45%
68,161
+8,639
5
$5M 5.35%
147,151
+59,919
6
$4.79M 5.13%
27,850
+17
7
$4.09M 4.38%
371,442
+11,802
8
$4.01M 4.29%
56,118
-111
9
$2.99M 3.2%
21,565
-312
10
$2.83M 3.03%
101,688
-15,480
11
$2.43M 2.6%
25,564
-763
12
$2.07M 2.22%
157,468
+6,446
13
$1.93M 2.06%
144,504
+13,004
14
$1.38M 1.48%
19,392
-3,052
15
$1.38M 1.48%
39,517
+11,436
16
$1.32M 1.42%
7,022
+115
17
$1.29M 1.38%
11,639
+6
18
$1.22M 1.31%
75,924
+5,340
19
$1.08M 1.15%
7,121
-40
20
$967K 1.04%
16,757
-723
21
$951K 1.02%
7,848
-20
22
$893K 0.96%
20,805
-120
23
$891K 0.95%
6,036
-60
24
$874K 0.94%
40,749
+1,756
25
$832K 0.89%
1,950
+13
1
2 3 4