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
$104M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Sells

1 +$3.09M
2 +$2.13M
3 +$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.04M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$905K

Sector Composition

1 Technology 9.4%
2 Healthcare 4.79%
3 Consumer Staples 3.94%
4 Financials 3.76%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$382K 0.37%
3,899
+48
52
$380K 0.37%
8,269
-3,079
53
$374K 0.36%
4,018
-164
54
$362K 0.35%
3,046
-10
55
$355K 0.34%
4,700
-2,040
56
$354K 0.34%
2,280
-1,220
57
$347K 0.33%
5,710
58
$343K 0.33%
1,520
-5
59
$334K 0.32%
+6,649
60
$330K 0.32%
14,665
61
$320K 0.31%
609
-1,341
62
$316K 0.31%
3,605
-20
63
$312K 0.3%
7,312
-7
64
$300K 0.29%
8,821
65
$295K 0.28%
1,661
-130
66
$289K 0.28%
4,000
67
$279K 0.27%
5,318
-7
68
$275K 0.27%
7,888
69
$275K 0.27%
1,925
-6
70
$275K 0.27%
2,959
-14
71
$274K 0.26%
3,204
-44
72
$265K 0.26%
15,405
-60,519
73
$265K 0.26%
3,082
-107
74
$263K 0.25%
10,003
-30,746
75
$258K 0.25%
4,272
-12,485