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
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$204K
3
+$179K
4
VTV icon
Vanguard Value ETF
VTV
+$125K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$113K

Top Sells

1
+$16.3M
2
+$1.57M
3
+$1.4M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.1M

Sector Composition

1 Technology 8.56%
2 Healthcare 4.74%
3 Financials 4.22%
4 Consumer Staples 3.41%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 12.02%
87,935
-9,007
2
$11.5M 9%
57,749
-1,890
3
$10.4M 8.13%
221,142
-29,895
4
$9.07M 7.12%
36,163
+377
5
$7.13M 5.59%
83,858
-5,029
6
$6.18M 4.85%
26,630
-141
7
$5.08M 3.99%
62,855
-13,627
8
$4.19M 3.28%
21,576
+923
9
$3.39M 2.66%
35,231
-12,428
10
$3.39M 2.66%
65,539
-12,944
11
$3.29M 2.58%
24,020
-286
12
$2.47M 1.94%
18,744
-331
13
$2.44M 1.91%
29,344
-13,215
14
$2.41M 1.89%
20,436
+1,061
15
$2.07M 1.63%
22,502
-3,853
16
$1.81M 1.42%
7,957
+413
17
$1.67M 1.31%
71,988
+4,904
18
$1.45M 1.14%
6,981
+300
19
$1.45M 1.13%
96,072
+6,894
20
$1.28M 1.01%
6,224
+199
21
$1.19M 0.94%
23,262
-11,154
22
$1.05M 0.82%
8,178
+362
23
$999K 0.78%
6,121
-4,255
24
$973K 0.76%
20,781
25
$858K 0.67%
9,864
-5,737
1
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