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
$109M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$417K
3
+$367K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$356K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$228K

Top Sells

1
+$443K
2
+$320K
3
+$308K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258K
5
MSFT icon
Microsoft
MSFT
+$227K

Sector Composition

1 Technology 8.95%
2 Healthcare 4.71%
3 Financials 4.38%
4 Consumer Staples 4.03%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 12%
83,706
+415
2
$9.3M 8.52%
60,454
-28
3
$8.53M 7.81%
208,444
+149
4
$8.19M 7.51%
35,989
-1,355
5
$6.01M 5.51%
76,168
+1,106
6
$5.56M 5.1%
26,446
-1,077
7
$4.42M 4.05%
56,010
+597
8
$3.67M 3.37%
21,576
9
$2.71M 2.48%
21,045
+640
10
$2.68M 2.46%
61,999
+818
11
$2.3M 2.11%
24,028
+3,828
12
$2.26M 2.07%
21,614
-1,127
13
$2.25M 2.06%
19,413
-27
14
$1.79M 1.64%
8,417
-171
15
$1.71M 1.57%
18,294
+1,613
16
$1.49M 1.36%
110,472
-15,762
17
$1.35M 1.24%
78,980
-9,136
18
$1.3M 1.19%
15,690
+5,033
19
$1.09M 1%
7,841
20
$1.04M 0.95%
7,021
-120
21
$1.03M 0.94%
5,827
+100
22
$969K 0.89%
20,781
23
$868K 0.8%
5,829
-200
24
$826K 0.76%
10,590
25
$757K 0.69%
4,567
1
2 3 4