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
$168M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$219K
2 +$210K
3 +$207K
4
BF.B icon
Brown-Forman Class B
BF.B
+$206K
5
INTC icon
Intel
INTC
+$206K

Sector Composition

1 Technology 7.6%
2 Healthcare 4.18%
3 Financials 4.1%
4 Consumer Staples 2.65%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,145