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
$152M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$890K
3
+$706K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$596K
5
VB icon
Vanguard Small-Cap ETF
VB
+$535K

Top Sells

1
+$311K
2
+$249K
3
+$248K
4
MRK icon
Merck
MRK
+$211K
5
CMCSA icon
Comcast
CMCSA
+$209K

Sector Composition

1 Technology 8.4%
2 Financials 4.55%
3 Healthcare 4.08%
4 Consumer Staples 3.12%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4M 12.79%
96,765
+6,148
2
$13.3M 8.78%
59,213
+2,376
3
$12.6M 8.32%
245,405
+17,272
4
$10.3M 6.76%
35,824
-26
5
$9.11M 5.99%
89,461
+3,039
6
$7.25M 4.77%
26,771
-95
7
$5.82M 3.83%
72,934
+6,377
8
$4.6M 3.03%
20,654
-911
9
$4.49M 2.95%
47,171
+7,424
10
$4.04M 2.66%
74,311
+8,396
11
$3.78M 2.49%
24,440
-121
12
$3.35M 2.2%
40,450
+7,202
13
$2.71M 1.78%
19,698
-738
14
$2.61M 1.72%
19,039
-56
15
$2.37M 1.56%
26,375
+2,036
16
$2.13M 1.4%
7,672
-470
17
$1.76M 1.16%
67,492
-1,848
18
$1.73M 1.14%
33,068
+6,842
19
$1.56M 1.03%
90,336
-3,342
20
$1.53M 1.01%
6,681
-300
21
$1.47M 0.97%
6,184
-122
22
$1.29M 0.85%
14,689
+2,841
23
$1.08M 0.71%
7,999
+151
24
$1.08M 0.71%
19,520
+4,640
25
$1M 0.66%
8,590
1
2 3 4 5