HWMG
Hurlow Wealth Management Group Portfolio holdings
AUM
$354M
1-Year Est. Return
12.73%
1 Year Est. Return
+12.73%
AUM
$354M
AUM Growth
+$34.1M
(+11%)
Holding
131
Top Buys
| 1 | +$2.14M | |
| 2 | +$2.02M | |
| 3 | +$1.98M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$1.63M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.6M |
Top Sells
| 1 | +$2.28M | |
| 2 | +$1.16M | |
| 3 | +$753K | |
| 4 |
Eli Lilly
LLY
|
+$389K |
| 5 |
Waste Management
WM
|
+$295K |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Financials | 3.14% |
| 3 | Healthcare | 2.66% |
| 4 | Consumer Staples | 1.68% |
| 5 | Industrials | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
AT&T
T
$187B
| $201K | 0.06% |
+6,935
|
|
||
|
HURA
127
TuHURA Biosciences
HURA
$123M
| $70.1K | 0.02% |
31,444
|
|
||
128
Becton Dickinson
BDX
$53.1B
| – | – |
-1,093
|
|
||
129
BP
BP
$84.1B
| – | – |
-6,264
|
|
||
130
Alphabet (Google) Class A
GOOGL
$3.04T
| – | – |
-1,564
|
|
||
|
131
Waste Management
WM
$85.9B
| – | – |
-1,273
|
|