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
$93.2M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$299K
3
+$261K
4
SJM icon
J.M. Smucker
SJM
+$233K
5
CL icon
Colgate-Palmolive
CL
+$227K

Top Sells

1
+$329K
2
+$246K
3
+$219K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$140K
5
VV icon
Vanguard Large-Cap ETF
VV
+$85.9K

Sector Composition

1 Technology 8.21%
2 Healthcare 5.55%
3 Consumer Staples 4.68%
4 Financials 4.33%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.3M 7.83%
54,045
-636
2
$6.34M 6.81%
38,737
-429
3
$5.1M 5.48%
32,233
-90
4
$4.93M 5.3%
420,900
-11,904
5
$4.02M 4.31%
46,305
+1,068
6
$3.67M 3.94%
28,139
+2
7
$3.53M 3.79%
83,997
-912
8
$3.27M 3.51%
21,733
-1,458
9
$3.27M 3.51%
65,728
+7,681
10
$3.23M 3.46%
28,996
-346
11
$2.81M 3.02%
174,524
+2,916
12
$2.71M 2.91%
149,764
+668
13
$2.63M 2.82%
101,544
+1,018
14
$1.57M 1.69%
7,244
+1,379
15
$1.4M 1.5%
77,952
-1,272
16
$1.37M 1.47%
51,459
+361
17
$1.32M 1.41%
11,574
-738
18
$1.3M 1.39%
25,900
+2,424
19
$913K 0.98%
21,033
-741
20
$908K 0.97%
8,733
+6
21
$902K 0.97%
6,389
+132
22
$857K 0.92%
2,314
23
$841K 0.9%
7,182
24
$838K 0.9%
7,868
-88
25
$805K 0.86%
36,300
+424
1
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