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
$230M
AUM Growth
-$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$539K
3
+$515K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$500K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K

Top Sells

1
+$240K
2
+$228K
3
+$221K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$212K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$211K

Sector Composition

1 Technology 6.15%
2 Healthcare 3.96%
3 Financials 3.35%
4 Consumer Staples 2.08%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 11.42%
134,041
+2,802
2
$21.2M 9.22%
455,175
+8,747
3
$16.8M 7.32%
384,510
+12,322
4
$15M 6.51%
79,076
+981
5
$11.5M 5.03%
220,031
+9,811
6
$9.75M 4.24%
128,901
+5,887
7
$9.65M 4.2%
35,422
-35
8
$8.33M 3.63%
26,389
+120
9
$6.99M 3.04%
178,326
+7,525
10
$6.64M 2.89%
112,227
+5,280
11
$6.23M 2.71%
276,759
-1,604
12
$5.93M 2.58%
38,163
+47
13
$5.89M 2.56%
225,580
+9,159
14
$5.22M 2.27%
68,638
+6,582
15
$4.37M 1.9%
20,580
+104
16
$4.34M 1.89%
90,275
+8,605
17
$4.03M 1.75%
53,635
+5,349
18
$3.31M 1.44%
19,351
+1,441
19
$3.1M 1.35%
5,766
-20
20
$2.89M 1.26%
39,989
+3,345
21
$2.57M 1.12%
7,336
-90
22
$2.4M 1.05%
50,840
+4,028
23
$2.38M 1.04%
17,253
-318
24
$2.24M 0.97%
30,346
+1,323
25
$1.71M 0.75%
10,992
+303
1
2 3 4 5