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
$104M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Sells

1 +$3.09M
2 +$2.13M
3 +$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.04M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$905K

Sector Composition

1 Technology 9.4%
2 Healthcare 4.79%
3 Consumer Staples 3.94%
4 Financials 3.76%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$680K 0.66%
44,970
-112,498
27
$662K 0.64%
19,804
28
$644K 0.62%
4,972
+299
29
$624K 0.6%
4,567
-208
30
$600K 0.58%
9,368
-20
31
$584K 0.56%
5,978
32
$569K 0.55%
2,279
+200
33
$568K 0.55%
3,071
-83
34
$515K 0.5%
1,877
-48
35
$486K 0.47%
3,601
-10
36
$469K 0.45%
2,679
-67
37
$459K 0.44%
2,625
-9
38
$458K 0.44%
6,387
-13
39
$457K 0.44%
1,335
-9
40
$452K 0.44%
3,107
-8
41
$448K 0.43%
3,818
-16
42
$448K 0.43%
5,461
+430
43
$443K 0.43%
+4,440
44
$433K 0.42%
1,918
-17
45
$428K 0.41%
2,634
46
$419K 0.4%
1,668
-10
47
$414K 0.4%
5,154
48
$401K 0.39%
13,274
-10,760
49
$394K 0.38%
7,243
50
$385K 0.37%
4,481
-16