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
$127M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Sells

1 +$277K
2 +$221K
3 +$206K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
AAPL icon
Apple
AAPL
+$167K

Sector Composition

1 Technology 8.15%
2 Healthcare 4.86%
3 Financials 4.46%
4 Consumer Staples 3.63%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$440K 0.35%
4,018
52
$434K 0.34%
1,306
-29
53
$434K 0.34%
5,559
+2,159
54
$424K 0.33%
1,738
+70
55
$413K 0.32%
3,851
56
$407K 0.32%
1,661
57
$402K 0.32%
8,638
-112
58
$401K 0.31%
1,520
59
$395K 0.31%
5,318
60
$388K 0.3%
4,481
61
$387K 0.3%
1,918
62
$381K 0.3%
6,493
63
$366K 0.29%
2,021
-2
64
$347K 0.27%
2,959
65
$332K 0.26%
3,605
66
$330K 0.26%
458
67
$324K 0.25%
3,700
68
$322K 0.25%
789
69
$290K 0.23%
6,516
70
$289K 0.23%
4,000
71
$287K 0.23%
3,362
72
$286K 0.22%
+4,193
73
$286K 0.22%
1,925
74
$286K 0.22%
3,024
75
$283K 0.22%
3,095
+333