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
$95.2M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Sells

1 +$505K
2 +$271K
3 +$212K
4
PII icon
Polaris
PII
+$202K
5
BDX icon
Becton Dickinson
BDX
+$62.7K

Sector Composition

1 Technology 8.06%
2 Healthcare 5.29%
3 Consumer Staples 4.7%
4 Financials 4.43%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$267K 0.28%
3,851
-371
77
$255K 0.27%
5,944
78
$254K 0.27%
2,865
79
$250K 0.26%
529
80
$247K 0.26%
2,762
81
$246K 0.26%
3,046
+404
82
$245K 0.26%
4,360
83
$236K 0.25%
776
-198
84
$235K 0.25%
4,000
85
$231K 0.24%
3,122
86
$222K 0.23%
5,052
87
$220K 0.23%
809
88
$219K 0.23%
1,896
89
$209K 0.22%
2,551
90
$208K 0.22%
3,948
91
$200K 0.21%
4,403
92
$122K 0.13%
2,239
+152
93
$61K 0.06%
1,007
94
$25K 0.03%
964
95
-4,151
96
-2,998
97
-2,094