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
$174M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.57%
2 Healthcare 4.89%
3 Financials 3.51%
4 Consumer Staples 2.79%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,240