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
$104M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.41M
3
+$1.67M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.56M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.04M

Top Sells

1
+$3.09M
2
+$2.13M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.04M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$905K

Sector Composition

1 Technology 9.4%
2 Healthcare 4.79%
3 Consumer Staples 3.94%
4 Financials 3.76%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 11.75%
83,291
+19,096
2
$8.67M 8.37%
60,482
+6,700
3
$8.21M 7.93%
208,295
+61,144
4
$7.77M 7.5%
37,344
5
$5.79M 5.59%
75,062
+6,901
6
$5.7M 5.5%
27,523
-327
7
$4.32M 4.17%
55,413
-705
8
$3.44M 3.32%
21,576
+11
9
$2.62M 2.53%
61,181
+21,664
10
$2.42M 2.34%
20,405
+8,766
11
$2.29M 2.21%
22,741
-2,823
12
$1.93M 1.86%
20,200
+17,518
13
$1.86M 1.79%
19,440
+48
14
$1.59M 1.53%
126,234
-245,208
15
$1.58M 1.53%
8,588
+1,566
16
$1.56M 1.5%
+16,681
17
$1.41M 1.36%
88,116
-56,388
18
$1.16M 1.12%
7,141
+20
19
$973K 0.94%
7,841
-7
20
$942K 0.91%
5,727
-136
21
$897K 0.87%
20,781
-24
22
$880K 0.85%
10,657
+5,172
23
$875K 0.84%
6,029
-7
24
$742K 0.72%
10,590
+1,000
25
$735K 0.71%
26,098
-75,590
1
2 3 4