HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.05M
3
+$789K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$664K
5
VB icon
Vanguard Small-Cap ETF
VB
+$569K

Top Sells

1
+$798K
2
+$395K
3
+$351K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$309K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

1 Technology 5.22%
2 Financials 3.55%
3 Healthcare 3.41%
4 Consumer Staples 1.83%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 11.52%
143,407
+4,474
2
$28.8M 9.01%
476,715
-2,998
3
$21.9M 6.85%
431,077
+2,131
4
$18.5M 5.78%
83,340
+2,568
5
$18.2M 5.68%
304,296
+17,611
6
$14.5M 4.52%
159,703
+7,336
7
$12.2M 3.81%
32,857
-118
8
$9.67M 3.02%
118,267
+2,236
9
$9.23M 2.88%
203,906
-264
10
$9M 2.81%
23,987
-20
11
$8.56M 2.67%
133,308
+4,025
12
$8.54M 2.67%
307,662
+28,401
13
$8.14M 2.54%
310,697
+8,473
14
$7.38M 2.31%
93,518
+4,607
15
$7.05M 2.2%
225,748
-4,361
16
$6.72M 2.1%
135,383
-6,222
17
$6.27M 1.96%
32,334
-2,036
18
$5.33M 1.67%
19,397
19
$5.07M 1.58%
6,138
+40
20
$4.69M 1.47%
61,310
+4,268
21
$4.25M 1.33%
19,118
-135
22
$4.05M 1.27%
7,607
-100
23
$3.82M 1.19%
162,919
+10,548
24
$3.63M 1.13%
72,729
+1,222
25
$2.69M 0.84%
15,558
-842
1
2 3 4 5