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
$168M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$756K
3
+$356K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$284K

Top Sells

1
+$219K
2
+$210K
3
+$207K
4
BF.B icon
Brown-Forman Class B
BF.B
+$206K
5
INTC icon
Intel
INTC
+$206K

Sector Composition

1 Technology 7.6%
2 Healthcare 4.18%
3 Financials 4.1%
4 Consumer Staples 2.65%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 11.58%
96,942
+177
2
$16.3M 9.68%
+345,124
3
$13M 7.75%
59,639
+426
4
$12.7M 7.54%
251,037
+5,632
5
$10.4M 6.17%
35,786
-38
6
$9.05M 5.38%
88,887
-574
7
$7.55M 4.49%
26,771
8
$5.99M 3.56%
76,482
+3,548
9
$4.59M 2.73%
20,653
-1
10
$4.5M 2.68%
47,659
+488
11
$3.92M 2.33%
78,483
+4,172
12
$3.73M 2.22%
24,306
-134
13
$3.51M 2.09%
42,559
+2,109
14
$2.7M 1.6%
19,075
+36
15
$2.62M 1.56%
19,375
-323
16
$2.36M 1.4%
26,355
-20
17
$2.06M 1.22%
7,544
-128
18
$1.81M 1.08%
34,416
+1,348
19
$1.68M 1%
67,084
-408
20
$1.68M 1%
10,376
+4,679
21
$1.55M 0.92%
89,178
-1,158
22
$1.54M 0.92%
6,681
23
$1.43M 0.85%
6,025
-159
24
$1.36M 0.81%
15,601
+912
25
$1.18M 0.7%
21,612
+2,092
1
2 3 4 5