HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$354M
This Quarter Return
+6.77%
1 Year Return
+12.73%
3 Year Return
+46.63%
5 Year Return
+74.48%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+9.6%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
59.89%
Holding
101
New
5
Increased
16
Reduced
52
Closed
3
Top Buys
Top Sells
| 1 |
CVS Health
CVS
|
$311K |
| 2 |
FedEx
FDX
|
$249K |
| 3 |
Amazon
AMZN
|
$248K |
| 4 |
Comcast
CMCSA
|
$209K |
| 5 |
3M
MMM
|
$209K |
Sector Composition
| 1 | Technology | 8.4% |
| 2 | Financials | 4.55% |
| 3 | Healthcare | 4.08% |
| 4 | Consumer Staples | 3.12% |
| 5 | Industrials | 2.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
FedEx
FDX
$54.5B
| – | – |
-878
| Closed | -$249K |
|