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
$104M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Sells

1 +$3.09M
2 +$2.13M
3 +$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.04M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$905K

Sector Composition

1 Technology 9.4%
2 Healthcare 4.79%
3 Consumer Staples 3.94%
4 Financials 3.76%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$257K 0.25%
3,488
77
$253K 0.24%
458
78
$252K 0.24%
789
79
$249K 0.24%
2,145
80
$228K 0.22%
4,000
81
$227K 0.22%
2,865
82
$225K 0.22%
2,762
83
$215K 0.21%
3,676
84
$212K 0.2%
6,384
+30
85
$210K 0.2%
2,864
86
$206K 0.2%
3,235
-199
87
$202K 0.2%
3,362
-215
88
$56K 0.05%
1,007
89
$22K 0.02%
+667
90
-2,701
91
-21,641
92
-34,136
93
-14,692
94
-4,360