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
$94.1M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$3.87M
2 +$938K
3 +$912K
4
LHX icon
L3Harris
LHX
+$591K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$478K

Top Sells

1 +$2.86M
2 +$808K
3 +$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$511K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$255K

Sector Composition

1 Technology 8.06%
2 Healthcare 4.95%
3 Consumer Staples 4.56%
4 Financials 4.3%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$415K 0.44%
1,697
-9
52
$413K 0.44%
1,929
53
$410K 0.44%
6,740
54
$407K 0.43%
2,642
55
$400K 0.43%
14,148
56
$389K 0.41%
3,614
57
$387K 0.41%
1,821
58
$382K 0.41%
4,509
59
$375K 0.4%
6,292
60
$373K 0.4%
8,821
-125
61
$365K 0.39%
4,000
62
$365K 0.39%
2,040
63
$364K 0.39%
3,417
64
$352K 0.37%
1,827
65
$349K 0.37%
4,020
+1,000
66
$344K 0.37%
+13,590
67
$344K 0.37%
3,099
68
$342K 0.36%
2,302
-30
69
$341K 0.36%
3,754
70
$337K 0.36%
3,636
71
$334K 0.35%
4,182
72
$332K 0.35%
2,560
+79
73
$329K 0.35%
1,350
74
$301K 0.32%
3,501
75
$300K 0.32%
3,714