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
$171M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.5M
3
+$1.09M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$729K

Top Sells

1
+$1.09M
2
+$315K
3
+$242K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$148K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$61.6K

Sector Composition

1 Technology 6.27%
2 Healthcare 4.58%
3 Financials 3.28%
4 Consumer Staples 2.66%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 11.18%
117,260
+12,751
2
$14.1M 8.22%
363,165
-8,119
3
$12M 6.97%
328,902
+29,498
4
$11.8M 6.9%
69,232
+2,581
5
$7.96M 4.64%
171,138
-3,186
6
$7.59M 4.43%
94,718
+2,946
7
$7.58M 4.42%
35,415
+132
8
$6.07M 3.54%
26,078
9
$5.34M 3.11%
92,882
+4,705
10
$4.77M 2.78%
130,819
+18,134
11
$4.5M 2.62%
238,118
-57,696
12
$4.41M 2.57%
58,307
+600
13
$3.94M 2.3%
29,130
+1,325
14
$3.68M 2.14%
20,493
-181
15
$3.6M 2.1%
48,488
-134
16
$3.1M 1.81%
143,928
+69,377
17
$2.43M 1.42%
33,023
+2,567
18
$2.42M 1.41%
50,217
+12,540
19
$2.39M 1.39%
17,299
20
$2.16M 1.26%
17,504
-4
21
$2.16M 1.26%
6,668
22
$2.02M 1.18%
42,051
+1,045
23
$1.98M 1.16%
7,423
-142
24
$1.68M 0.98%
10,255
-71
25
$1.67M 0.97%
88,086
+21,736
1
2 3 4