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
$95.2M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Sells

1 +$505K
2 +$271K
3 +$212K
4
PII icon
Polaris
PII
+$202K
5
BDX icon
Becton Dickinson
BDX
+$62.7K

Sector Composition

1 Technology 8.06%
2 Healthcare 5.29%
3 Consumer Staples 4.7%
4 Financials 4.43%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$405K 0.43%
2,642
-64
52
$389K 0.41%
6,740
53
$382K 0.4%
1,350
54
$377K 0.4%
2,040
55
$377K 0.4%
1,821
56
$375K 0.39%
8,946
-62
57
$373K 0.39%
2,332
-36
58
$372K 0.39%
1,827
-25
59
$363K 0.38%
6,292
60
$361K 0.38%
4,182
-664
61
$361K 0.38%
3,614
62
$358K 0.38%
14,148
-288
63
$356K 0.37%
2,481
64
$353K 0.37%
4,000
65
$350K 0.37%
4,509
66
$347K 0.36%
3,417
67
$334K 0.35%
5,540
-170
68
$330K 0.35%
3,754
-233
69
$318K 0.33%
3,501
-406
70
$316K 0.33%
3,636
71
$303K 0.32%
3,020
72
$295K 0.31%
4,414
+7
73
$292K 0.31%
3,714
74
$292K 0.31%
3,489
75
$271K 0.28%
3,099