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
$94.1M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$938K
3
+$912K
4
LHX icon
L3Harris
LHX
+$591K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$478K

Top Sells

1
+$2.86M
2
+$808K
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$511K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$255K

Sector Composition

1 Technology 8.06%
2 Healthcare 4.95%
3 Consumer Staples 4.56%
4 Financials 4.3%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$752K 0.8%
31,958
-5,126
27
$726K 0.77%
6,238
28
$712K 0.76%
4,277
+484
29
$657K 0.7%
4,894
30
$649K 0.69%
18,835
31
$643K 0.68%
20,054
-333
32
$629K 0.67%
3,018
-9
33
$591K 0.63%
+2,862
34
$581K 0.62%
5,252
35
$568K 0.6%
12,340
36
$559K 0.59%
8,084
-801
37
$553K 0.59%
1,935
-300
38
$546K 0.58%
9,548
-48
39
$543K 0.58%
6,412
-170
40
$531K 0.56%
3,866
41
$518K 0.55%
5,154
42
$510K 0.54%
2,856
-16
43
$508K 0.54%
3,127
-12
44
$487K 0.52%
2,079
-200
45
$478K 0.51%
+16,902
46
$471K 0.5%
5,965
47
$460K 0.49%
8,766
48
$444K 0.47%
4,021
49
$428K 0.45%
6,372
-195
50
$423K 0.45%
3,644
-80
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2
3 4