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
$283M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$442K
3
+$415K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$385K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$371K

Top Sells

1
+$1.34M
2
+$653K
3
+$209K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$166K
5
GWW icon
W.W. Grainger
GWW
+$129K

Sector Composition

1 Technology 6.1%
2 Healthcare 3.78%
3 Financials 3.34%
4 Consumer Staples 1.92%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.9M 11.25%
132,949
-240
2
$26.4M 9.32%
463,382
+2,872
3
$19.9M 7.02%
396,609
+1,114
4
$18M 6.37%
78,892
-306
5
$14.8M 5.23%
237,747
+8,027
6
$11.8M 4.18%
34,381
-302
7
$11.8M 4.16%
136,183
+1,879
8
$11.2M 3.96%
26,648
+1
9
$8.07M 2.85%
193,169
+4,067
10
$7.38M 2.61%
115,602
+1,426
11
$7.3M 2.58%
286,894
+8,387
12
$7.18M 2.53%
89,121
+5,486
13
$7.08M 2.5%
234,342
+2,037
14
$6.82M 2.41%
37,333
-911
15
$5.75M 2.03%
113,692
+7,615
16
$5.72M 2.02%
73,986
+4,800
17
$5.3M 1.87%
20,395
-151
18
$4.62M 1.63%
5,935
+10
19
$3.39M 1.2%
44,987
+2,448
20
$3.31M 1.17%
19,318
-14
21
$3.08M 1.09%
7,332
-1
22
$2.96M 1.04%
38,039
+615
23
$2.92M 1.03%
109,219
+15,498
24
$2.76M 0.98%
57,686
+3,802
25
$2.63M 0.93%
16,159
-356
1
2 3 4 5