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
$109M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.95%
2 Healthcare 4.71%
3 Financials 4.38%
4 Consumer Staples 4.03%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$386K 0.35%
6,493
-750
52
$379K 0.35%
1,668
53
$374K 0.34%
5,710
54
$374K 0.34%
4,481
55
$371K 0.34%
17,246
+2,581
56
$362K 0.33%
1,520
57
$357K 0.33%
8,750
-71
58
$349K 0.32%
3,605
59
$346K 0.32%
1,661
60
$337K 0.31%
3,851
-48
61
$331K 0.3%
5,318
62
$326K 0.3%
8,269
63
$311K 0.29%
4,000
64
$307K 0.28%
2,959
65
$287K 0.26%
9,326
-3,948
66
$281K 0.26%
789
67
$272K 0.25%
3,700
-1,000
68
$269K 0.25%
3,400
-88
69
$266K 0.24%
1,925
70
$263K 0.24%
3,024
-58
71
$258K 0.24%
458
72
$251K 0.23%
2,023
-122
73
$245K 0.22%
2,762
74
$241K 0.22%
7,012
-300
75
$239K 0.22%
4,000