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
$109M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.95%
2 Healthcare 4.71%
3 Financials 4.38%
4 Consumer Staples 4.03%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$695K 0.64%
13,613
+6,964
27
$687K 0.63%
19,736
-68
28
$640K 0.59%
+2
29
$638K 0.58%
22,736
-3,362
30
$636K 0.58%
9,168
-200
31
$630K 0.58%
2,871
-200
32
$626K 0.57%
4,673
-299
33
$591K 0.54%
37,630
-7,340
34
$577K 0.53%
2,079
-200
35
$576K 0.53%
5,978
36
$573K 0.53%
2,679
37
$559K 0.51%
1,877
38
$552K 0.51%
6,582
+1,121
39
$509K 0.47%
6,387
40
$507K 0.46%
2,625
41
$499K 0.46%
3,601
42
$480K 0.44%
3,048
+2
43
$457K 0.42%
2,900
+620
44
$447K 0.41%
1,335
45
$447K 0.41%
2,634
46
$446K 0.41%
3,818
47
$437K 0.4%
4,018
48
$433K 0.4%
3,107
49
$420K 0.38%
5,154
50
$403K 0.37%
1,918