HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $408M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$91.5K
2 +$69K
3 +$51.7K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$26.3K
5
DIS icon
Walt Disney
DIS
+$20.9K

Sector Composition

1 Technology 6.02%
2 Healthcare 3.85%
3 Financials 3.22%
4 Consumer Staples 2.41%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.1%
+1,273
102
$203K 0.09%
+496