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
$264M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.6M
3
+$1.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.2M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$807K

Top Sells

1
+$318K
2
+$298K
3
+$230K
4
VV icon
Vanguard Large-Cap ETF
VV
+$186K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Technology 6.14%
2 Healthcare 3.5%
3 Financials 3.09%
4 Consumer Staples 1.88%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 11%
133,189
-852
2
$23.9M 9.04%
460,510
+5,335
3
$18.9M 7.17%
395,495
+10,985
4
$16.9M 6.4%
79,198
+122
5
$13.7M 5.19%
229,720
+9,689
6
$11.9M 4.49%
134,304
+5,403
7
$10.8M 4.08%
34,683
-739
8
$10M 3.79%
26,647
+258
9
$7.77M 2.94%
189,102
+10,776
10
$7.28M 2.76%
114,176
+1,949
11
$6.8M 2.58%
278,507
+1,748
12
$6.8M 2.57%
83,635
+14,997
13
$6.65M 2.52%
232,305
+6,725
14
$6.52M 2.47%
38,244
+81
15
$5.42M 2.05%
106,077
+15,802
16
$5.35M 2.03%
69,186
+15,551
17
$4.87M 1.85%
20,546
-34
18
$3.72M 1.41%
19,332
-19
19
$3.45M 1.31%
5,925
+159
20
$3.25M 1.23%
42,539
+2,550
21
$2.95M 1.12%
61,629
+33,527
22
$2.9M 1.1%
37,424
+7,078
23
$2.62M 0.99%
7,333
-3
24
$2.56M 0.97%
53,884
+3,044
25
$2.47M 0.94%
16,515
-738
1
2 3 4 5