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
$102M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1 +$415K
2 +$333K
3 +$301K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$291K
5
ELV icon
Elevance Health
ELV
+$234K

Top Sells

1 +$371K
2 +$322K
3 +$287K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$245K
5
WFC icon
Wells Fargo
WFC
+$217K

Sector Composition

1 Technology 8.63%
2 Healthcare 5.37%
3 Financials 4.12%
4 Consumer Staples 4.06%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$457K 0.45%
3,895
-126
52
$452K 0.44%
1,678
-19
53
$450K 0.44%
1,925
-4
54
$426K 0.42%
7,203
+911
55
$422K 0.41%
3,644
56
$416K 0.41%
14,535
+387
57
$413K 0.4%
3,529
-85
58
$393K 0.38%
4,497
-12
59
$385K 0.38%
1,827
60
$375K 0.37%
1,814
-7
61
$364K 0.36%
4,182
62
$363K 0.36%
1,344
-6
63
$362K 0.35%
1,996
-44
64
$361K 0.35%
8,821
65
$361K 0.35%
3,091
-8
66
$358K 0.35%
3,754
67
$357K 0.35%
3,417
68
$356K 0.35%
4,000
69
$352K 0.34%
2,440
-120
70
$345K 0.34%
3,625
-11
71
$343K 0.34%
3,851
72
$342K 0.33%
3,680
-340
73
$335K 0.33%
5,170
74
$334K 0.33%
3,489
75
$333K 0.33%
+4,097