HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
-$247K (-0.1%)
Cap. Flow
+$5.66M
Cap. Flow % of AUM
1.77%
Top 10 Holdings %Top 10 Hldgs %
55.89%
Holding
126
New
5
Increased
40
Reduced
34
Closed
6
Top Buys
| 1 | $1.15M | |
| 2 | $1.05M | |
| 3 | $789K | |
| 4 | $664K | |
| 5 | $569K |
Top Sells
| 1 | $798K | |
| 2 | $395K | |
| 3 | $351K | |
| 4 | $309K | |
| 5 | $210K |
Sector Composition
| 1 | Technology | 5.22% |
| 2 | Financials | 3.55% |
| 3 | Healthcare | 3.41% |
| 4 | Consumer Staples | 1.83% |
| 5 | Industrials | 1.57% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -676 | Closed | – |
