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
$163M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.76M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.49M

Top Sells

1
+$433K
2
+$286K
3
+$258K
4
VUG icon
Vanguard Growth ETF
VUG
+$256K
5
AAPL icon
Apple
AAPL
+$249K

Sector Composition

1 Technology 8.4%
2 Healthcare 4.87%
3 Financials 4.72%
4 Consumer Staples 2.95%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 12.94%
101,190
+13,255
2
$14.1M 8.64%
293,361
+72,219
3
$13.8M 8.44%
64,747
+6,998
4
$10.1M 6.22%
35,272
-891
5
$9.85M 6.04%
90,916
+7,058
6
$7.92M 4.86%
25,702
-928
7
$5.86M 3.59%
83,828
+20,973
8
$4.83M 2.96%
56,097
+20,866
9
$4.72M 2.89%
20,724
-852
10
$4.71M 2.89%
101,989
+36,450
11
$4.14M 2.54%
25,517
+1,497
12
$3.65M 2.24%
46,781
+17,437
13
$3.02M 1.85%
17,317
-1,427
14
$2.69M 1.65%
7,626
-331
15
$2.59M 1.59%
17,508
-2,928
16
$2.42M 1.48%
29,515
+7,013
17
$2.08M 1.27%
40,523
+17,261
18
$1.91M 1.17%
6,668
-313
19
$1.83M 1.12%
10,326
+4,205
20
$1.74M 1.07%
33,796
+22,334
21
$1.57M 0.96%
66,402
-5,586
22
$1.53M 0.94%
18,543
+8,679
23
$1.49M 0.91%
82,722
-13,350
24
$1.46M 0.9%
6,157
-67
25
$1.35M 0.83%
+47,956
1
2 3 4