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
$95.2M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$310K
3
+$263K
4
CINF icon
Cincinnati Financial
CINF
+$141K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$137K

Top Sells

1
+$505K
2
+$271K
3
+$212K
4
PII icon
Polaris
PII
+$202K
5
BDX icon
Becton Dickinson
BDX
+$62.7K

Sector Composition

1 Technology 8.06%
2 Healthcare 5.29%
3 Consumer Staples 4.7%
4 Financials 4.43%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.76M 8.15%
56,295
+2,250
2
$6.5M 6.83%
38,545
-192
3
$5.33M 5.61%
33,903
+1,670
4
$5.12M 5.38%
427,680
+6,780
5
$4.23M 4.44%
47,189
+884
6
$3.86M 4.05%
28,041
-98
7
$3.55M 3.73%
85,229
+1,232
8
$3.43M 3.6%
67,926
+2,198
9
$3.34M 3.51%
21,808
+75
10
$3.11M 3.27%
117,770
+16,226
11
$2.99M 3.15%
26,592
-2,404
12
$2.86M 3.01%
178,470
+3,946
13
$2.75M 2.89%
153,496
+3,732
14
$1.53M 1.61%
7,222
-22
15
$1.45M 1.52%
80,550
+2,598
16
$1.43M 1.5%
53,931
+2,472
17
$1.37M 1.44%
11,574
18
$1.32M 1.39%
25,900
19
$1.07M 1.12%
10,020
+1,287
20
$984K 1.03%
22,928
+1,895
21
$914K 0.96%
7,868
22
$846K 0.89%
37,084
+784
23
$827K 0.87%
6,194
-195
24
$816K 0.86%
2,235
-79
25
$803K 0.84%
20,925
-120
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