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
$94.1M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$3.87M
2 +$938K
3 +$912K
4
LHX icon
L3Harris
LHX
+$591K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$478K

Top Sells

1 +$2.86M
2 +$808K
3 +$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$511K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$255K

Sector Composition

1 Technology 8.06%
2 Healthcare 4.95%
3 Consumer Staples 4.56%
4 Financials 4.3%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$298K 0.32%
3,489
77
$290K 0.31%
5,170
-370
78
$287K 0.31%
2,626
-7,394
79
$284K 0.3%
3,851
80
$263K 0.28%
2,762
81
$253K 0.27%
4,360
82
$251K 0.27%
2,865
83
$245K 0.26%
799
-10
84
$230K 0.24%
529
85
$226K 0.24%
4,000
86
$218K 0.23%
4,939
-113
87
$217K 0.23%
3,122
88
$217K 0.23%
4,403
89
$205K 0.22%
4,423
+9
90
$203K 0.22%
3,763
-185
91
$202K 0.21%
+3,188
92
$98K 0.1%
2,247
-65,679
93
$64K 0.07%
1,007
94
$20K 0.02%
964
95
-2,239
96
-2,551
97
-1,896
98
-5,944
99
-776