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
$127M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Sells

1 +$277K
2 +$221K
3 +$206K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
AAPL icon
Apple
AAPL
+$167K

Sector Composition

1 Technology 8.15%
2 Healthcare 4.86%
3 Financials 4.46%
4 Consumer Staples 3.63%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$276K 0.22%
+4,070
77
$259K 0.2%
4,000
78
$258K 0.2%
+6,200
79
$257K 0.2%
3,760
80
$255K 0.2%
5,694
-2,575
81
$249K 0.2%
776
82
$248K 0.19%
2,713
-152
83
$245K 0.19%
2,864
84
$234K 0.18%
+1,001
85
$228K 0.18%
7,455
-1,372
86
$226K 0.18%
5,481
-1,531
87
$224K 0.18%
2,701
88
$218K 0.17%
2,744
89
$214K 0.17%
+823
90
$212K 0.17%
+7,022
91
$205K 0.16%
6,606
-2,720
92
$204K 0.16%
+748
93
$64K 0.05%
1,007
94
-3,063
95
-11,178