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
$109M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.95%
2 Healthcare 4.71%
3 Financials 4.38%
4 Consumer Staples 4.03%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$237K 0.22%
6,516
-1,372
77
$236K 0.22%
8,827
-1,176
78
$236K 0.22%
3,362
79
$232K 0.21%
2,865
80
$228K 0.21%
+4,179
81
$221K 0.2%
2,864
82
$221K 0.2%
3,063
-141
83
$209K 0.19%
+3,760
84
$208K 0.19%
+776
85
$207K 0.19%
+2,744
86
$206K 0.19%
11,178
-4,227
87
$203K 0.19%
+2,701
88
$54K 0.05%
1,007
89
-3,235
90
-4,272
91
-3,676
92
-6,384
93
-609
94
-4,440
95
-667