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
$102M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1 +$415K
2 +$333K
3 +$301K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$291K
5
ELV icon
Elevance Health
ELV
+$234K

Top Sells

1 +$371K
2 +$322K
3 +$287K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$245K
5
WFC icon
Wells Fargo
WFC
+$217K

Sector Composition

1 Technology 8.63%
2 Healthcare 5.37%
3 Financials 4.12%
4 Consumer Staples 4.06%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$332K 0.33%
3,501
77
$324K 0.32%
3,714
78
$303K 0.3%
1,935
-367
79
$301K 0.29%
+3,403
80
$293K 0.29%
11,588
-2,002
81
$279K 0.27%
529
82
$270K 0.26%
799
83
$269K 0.26%
4,360
84
$268K 0.26%
2,865
85
$255K 0.25%
2,762
86
$234K 0.23%
+776
87
$232K 0.23%
4,939
88
$229K 0.22%
4,433
+10
89
$222K 0.22%
3,188
90
$219K 0.21%
4,000
91
$219K 0.21%
+3,341
92
$216K 0.21%
+3,676
93
$212K 0.21%
2,992
-130
94
$200K 0.2%
+2,180
95
$72K 0.07%
1,007
96
$17K 0.02%
964
97
-2,247
98
-2,626
99
-3,763
100
-4,403