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
$139M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$758K
3
+$592K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$457K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$440K

Top Sells

1
+$469K
2
+$276K
3
+$218K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$205K
5
META icon
Meta Platforms (Facebook)
META
+$204K

Sector Composition

1 Technology 8.08%
2 Financials 4.74%
3 Healthcare 4.67%
4 Industrials 3.46%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 12.11%
90,617
+4,093
2
$12.2M 8.78%
56,837
-2,193
3
$11.2M 8.08%
228,133
+9,311
4
$9.21M 6.65%
35,850
-313
5
$7.94M 5.73%
86,422
+6,439
6
$6.33M 4.57%
26,866
+655
7
$5.16M 3.72%
66,557
+5,672
8
$4.46M 3.21%
21,565
-11
9
$3.7M 2.67%
39,747
+9,210
10
$3.61M 2.6%
24,561
+1,140
11
$3.43M 2.47%
65,915
+1,539
12
$2.74M 1.98%
33,248
+4,615
13
$2.69M 1.94%
20,436
-820
14
$2.33M 1.68%
19,095
+941
15
$2.16M 1.56%
24,339
+3,765
16
$2.08M 1.5%
8,142
+57
17
$1.73M 1.25%
69,340
-2,876
18
$1.5M 1.08%
93,678
-4,062
19
$1.4M 1.01%
6,306
20
$1.35M 0.98%
26,226
+5,178
21
$1.3M 0.94%
6,981
-40
22
$1.06M 0.77%
7,848
+32
23
$1.03M 0.75%
11,848
+3,417
24
$948K 0.68%
6,228
+200
25
$945K 0.68%
5,869
1
2 3 4