HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
-$247K (-0.1%)
Cap. Flow
+$5.66M
Cap. Flow % of AUM
1.77%
Top 10 Holdings %Top 10 Hldgs %
55.89%
Holding
126
New
5
Increased
40
Reduced
34
Closed
6
Top Buys
| 1 | $1.15M | |
| 2 | $1.05M | |
| 3 | $789K | |
| 4 | $664K | |
| 5 | $569K |
Top Sells
| 1 | $798K | |
| 2 | $395K | |
| 3 | $351K | |
| 4 | $309K | |
| 5 | $210K |
Sector Composition
| 1 | Technology | 5.22% |
| 2 | Financials | 3.55% |
| 3 | Healthcare | 3.41% |
| 4 | Consumer Staples | 1.83% |
| 5 | Industrials | 1.57% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $405K | 0.13% | 428 | – | – | |||
| $404K | 0.13% | 1,930 | – | – | |||
| $395K | 0.12% | 6,406 +598 | +10% | +$36.9K | |||
| $395K | 0.12% | 1,450 | – | – | |||
| $390K | 0.12% | 758 -409 | -35% | -$210K | |||
| $365K | 0.11% | 4,862 -2 | -0% | -$150 | |||
| $351K | 0.11% | 5,977 -743 | -11% | -$43.6K | |||
| $336K | 0.1% | 958 | – | – | |||
| $331K | 0.1% | 2,969 | – | – | |||
| $321K | 0.1% | 8,365 -5,147 | -38% | -$198K | |||
| $320K | 0.1% | 2,418 | – | – | |||
| $312K | 0.1% | 2,883 +41 | +1% | +$4.44K | |||
| $304K | 0.1% | 2,792 +2 | +0.1% | +$218 | |||
| $303K | 0.09% | 2,593 | – | – | |||
| $299K | 0.09% | 3,323 | – | – | |||
| $298K | 0.09% | 3,185 | – | – | |||
| $295K | 0.09% | 1,273 | – | – | |||
| $293K | 0.09% | 875 | – | – | |||
| $292K | 0.09% | 2,783 +9 | +0.3% | +$945 | |||
| $287K | 0.09% | 2,326 | – | – | |||
| $286K | 0.09% | 13,518 | – | – | |||
| $286K | 0.09% | 4,604 | – | – | |||
| $279K | 0.09% | 2,287 +2 | +0.1% | +$244 | |||
| $276K | 0.09% | 1,337 | – | – | |||
| $274K | 0.09% | 2,366 +458 | +24% | +$53.1K |
