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
$93.2M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$299K
3
+$261K
4
SJM icon
J.M. Smucker
SJM
+$233K
5
CL icon
Colgate-Palmolive
CL
+$227K

Top Sells

1
+$329K
2
+$246K
3
+$219K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$140K
5
VV icon
Vanguard Large-Cap ETF
VV
+$85.9K

Sector Composition

1 Technology 8.21%
2 Healthcare 5.55%
3 Consumer Staples 4.68%
4 Financials 4.33%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$775K 0.83%
4,894
-22
27
$726K 0.78%
18,835
28
$724K 0.78%
6,238
29
$721K 0.77%
21,045
-267
30
$716K 0.77%
8,915
-4,100
31
$690K 0.74%
12,340
32
$662K 0.71%
3,971
+1,282
33
$647K 0.69%
19,486
+458
34
$598K 0.64%
3,027
-22
35
$594K 0.64%
5,252
-41
36
$586K 0.63%
2,872
37
$555K 0.6%
6,582
-59
38
$526K 0.56%
3,199
-34
39
$521K 0.56%
5,154
40
$505K 0.54%
2,998
-34
41
$495K 0.53%
3,866
-28
42
$476K 0.51%
9,796
-108
43
$472K 0.51%
6,651
-162
44
$467K 0.5%
4,021
-52
45
$464K 0.5%
2,279
46
$461K 0.49%
1,962
+237
47
$456K 0.49%
4,740
+50
48
$442K 0.47%
8,766
-90
49
$421K 0.45%
2,706
-30
50
$420K 0.45%
5,965
-68
1
2
3 4