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
$127M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Sells

1 +$277K
2 +$221K
3 +$206K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
AAPL icon
Apple
AAPL
+$167K

Sector Composition

1 Technology 8.15%
2 Healthcare 4.86%
3 Financials 4.46%
4 Consumer Staples 3.63%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$838K 0.66%
9,590
-1,000
27
$805K 0.63%
21,875
+2,139
28
$766K 0.6%
6,028
+50
29
$758K 0.6%
9,831
+663
30
$736K 0.58%
8,431
+1,849
31
$733K 0.58%
4,567
32
$696K 0.55%
2
33
$682K 0.54%
3,176
+305
34
$671K 0.53%
4,120
+1,220
35
$627K 0.49%
2,637
-42
36
$597K 0.47%
2,926
+301
37
$595K 0.47%
6,387
38
$592K 0.46%
32,858
-4,772
39
$575K 0.45%
20,536
-2,200
40
$552K 0.43%
2,079
41
$538K 0.42%
3,048
42
$537K 0.42%
3,049
-58
43
$530K 0.42%
3,576
-25
44
$513K 0.4%
1,877
45
$500K 0.39%
3,383
-435
46
$498K 0.39%
2,634
47
$496K 0.39%
5,154
48
$462K 0.36%
21,248
+4,002
49
$459K 0.36%
5,710
50
$447K 0.35%
8,095
+3,916