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
$93.2M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$299K
3
+$261K
4
SJM icon
J.M. Smucker
SJM
+$233K
5
CL icon
Colgate-Palmolive
CL
+$227K

Top Sells

1
+$329K
2
+$246K
3
+$219K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$140K
5
VV icon
Vanguard Large-Cap ETF
VV
+$85.9K

Sector Composition

1 Technology 8.21%
2 Healthcare 5.55%
3 Consumer Staples 4.68%
4 Financials 4.33%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.3%
3,714
77
$261K 0.28%
+5,944
78
$257K 0.28%
529
79
$256K 0.27%
974
80
$252K 0.27%
2,762
81
$251K 0.27%
2,865
82
$240K 0.26%
3,099
-39
83
$239K 0.26%
4,360
84
$233K 0.25%
+1,896
85
$228K 0.24%
809
-15
86
$227K 0.24%
+3,122
87
$221K 0.24%
+4,000
88
$221K 0.24%
+2,551
89
$213K 0.23%
4,403
90
$212K 0.23%
+4,151
91
$210K 0.23%
5,052
-95
92
$206K 0.22%
+2,642
93
$203K 0.22%
+3,948
94
$202K 0.22%
+2,094
95
$110K 0.12%
2,087
96
$59K 0.06%
1,007
97
$30K 0.03%
964
98
– –
-9,234
1 2 3
4