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
$320M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.39M
3
+$976K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$680K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$518K

Top Sells

1
+$1.05M
2
+$528K
3
+$270K
4
VV icon
Vanguard Large-Cap ETF
VV
+$262K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$243K

Sector Composition

1 Technology 5.76%
2 Financials 3.45%
3 Healthcare 3.18%
4 Consumer Staples 1.77%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 11.7%
138,933
-970
2
$30.6M 9.55%
479,713
+10,664
3
$20.5M 6.41%
428,946
+29,142
4
$19.4M 6.06%
80,772
-521
5
$18.7M 5.83%
286,685
+14,997
6
$13.6M 4.24%
152,367
+3,641
7
$13.5M 4.23%
32,975
-1,286
8
$10.1M 3.16%
24,007
-2,496
9
$9.31M 2.91%
116,031
+6,453
10
$8.99M 2.81%
204,170
+1,566
11
$8.16M 2.55%
129,283
+2,676
12
$7.51M 2.35%
302,224
+15,253
13
$7.22M 2.25%
279,261
+64,680
14
$7.1M 2.22%
141,605
+7,041
15
$6.94M 2.17%
88,911
+5,920
16
$6.73M 2.1%
34,370
-1,239
17
$6.72M 2.1%
230,109
-4,806
18
$5.62M 1.76%
19,397
-930
19
$4.82M 1.51%
19,253
-130
20
$4.71M 1.47%
6,098
-144
21
$4.26M 1.33%
57,042
+2,270
22
$3.58M 1.12%
152,371
+6,824
23
$3.49M 1.09%
7,707
-12
24
$3.46M 1.08%
71,507
+6,047
25
$2.78M 0.87%
16,400
-836
1
2 3 4 5