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
$95.2M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Sells

1 +$505K
2 +$271K
3 +$212K
4
PII icon
Polaris
PII
+$202K
5
BDX icon
Becton Dickinson
BDX
+$62.7K

Sector Composition

1 Technology 8.06%
2 Healthcare 5.29%
3 Consumer Staples 4.7%
4 Financials 4.43%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$784K 0.82%
7,166
-16
27
$770K 0.81%
18,835
28
$719K 0.76%
4,894
29
$715K 0.75%
6,238
30
$711K 0.75%
12,340
31
$674K 0.71%
8,885
-30
32
$665K 0.7%
20,387
+901
33
$653K 0.69%
6,040
+1,300
34
$650K 0.68%
3,027
35
$645K 0.68%
3,793
-178
36
$575K 0.6%
2,872
37
$564K 0.59%
6,582
38
$559K 0.59%
5,252
39
$519K 0.55%
5,154
40
$518K 0.54%
3,139
-60
41
$518K 0.54%
3,866
42
$504K 0.53%
9,596
-200
43
$495K 0.52%
2,279
44
$491K 0.52%
8,766
45
$464K 0.49%
3,724
+975
46
$463K 0.49%
4,021
47
$439K 0.46%
1,929
48
$433K 0.46%
6,567
-84
49
$433K 0.46%
5,965
50
$418K 0.44%
1,706
-256