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
$127M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$632K
3
+$495K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$490K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$401K

Top Sells

1
+$277K
2
+$221K
3
+$206K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
AAPL icon
Apple
AAPL
+$167K

Sector Composition

1 Technology 8.15%
2 Healthcare 4.86%
3 Financials 4.46%
4 Consumer Staples 3.63%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 11.94%
86,524
+2,818
2
$11.5M 9.02%
59,030
-1,424
3
$10.3M 8.11%
218,822
+10,378
4
$9.16M 7.19%
36,163
+174
5
$6.79M 5.33%
79,983
+3,815
6
$5.83M 4.58%
26,211
-235
7
$5.01M 3.93%
60,885
+4,875
8
$4.2M 3.3%
21,576
9
$3.31M 2.6%
23,421
+2,376
10
$3.23M 2.53%
64,376
+2,377
11
$2.97M 2.33%
30,537
+6,509
12
$2.53M 1.99%
21,256
-358
13
$2.41M 1.89%
18,154
-1,259
14
$2.38M 1.87%
28,633
+12,943
15
$1.91M 1.5%
20,574
+2,280
16
$1.88M 1.47%
8,085
-332
17
$1.61M 1.26%
72,216
-6,764
18
$1.48M 1.16%
97,740
-12,732
19
$1.3M 1.02%
6,306
+479
20
$1.19M 0.93%
7,021
21
$1.09M 0.85%
7,816
-25
22
$1.08M 0.84%
21,048
+7,435
23
$999K 0.78%
20,781
24
$917K 0.72%
5,829
25
$858K 0.67%
5,869
+1,196
1
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