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
$93.2M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$299K
3
+$261K
4
SJM icon
J.M. Smucker
SJM
+$233K
5
CL icon
Colgate-Palmolive
CL
+$227K

Top Sells

1
+$329K
2
+$246K
3
+$219K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$140K
5
VV icon
Vanguard Large-Cap ETF
VV
+$85.9K

Sector Composition

1 Technology 8.21%
2 Healthcare 5.55%
3 Consumer Staples 4.68%
4 Financials 4.33%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.43%
6,740
52
$397K 0.43%
1,929
-23
53
$387K 0.42%
4,407
-124
54
$386K 0.41%
4,846
+398
55
$378K 0.41%
2,368
-21
56
$372K 0.4%
1,350
-19
57
$365K 0.39%
2,040
-21
58
$360K 0.39%
5,710
-143
59
$360K 0.39%
6,292
+109
60
$354K 0.38%
3,987
-49
61
$345K 0.37%
4,000
62
$344K 0.37%
1,821
63
$340K 0.36%
2,481
+88
64
$338K 0.36%
9,008
-553
65
$338K 0.36%
14,436
-1,334
66
$335K 0.36%
4,222
67
$334K 0.36%
1,852
-28
68
$330K 0.35%
2,749
-30
69
$323K 0.35%
4,509
-227
70
$322K 0.35%
3,417
-34
71
$321K 0.34%
3,614
-36
72
$313K 0.34%
3,489
-140
73
$291K 0.31%
3,020
+260
74
$288K 0.31%
3,907
-188
75
$285K 0.31%
3,636
-132
1 2
3
4