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
$94.1M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$938K
3
+$912K
4
LHX icon
L3Harris
LHX
+$591K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$478K

Top Sells

1
+$2.86M
2
+$808K
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$511K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$255K

Sector Composition

1 Technology 8.06%
2 Healthcare 4.95%
3 Consumer Staples 4.56%
4 Financials 4.3%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.85M 7.28%
50,369
-5,926
2
$6.35M 6.75%
37,929
-616
3
$5.33M 5.66%
57,269
+10,080
4
$5.13M 5.46%
33,654
-249
5
$4.53M 4.82%
384,360
-43,320
6
$4.12M 4.38%
51,151
+48,105
7
$3.91M 4.16%
28,043
+2
8
$3.52M 3.74%
130,958
+13,188
9
$3.43M 3.65%
83,301
-1,928
10
$3.28M 3.49%
21,808
11
$2.94M 3.12%
26,597
+5
12
$2.64M 2.81%
165,498
-12,972
13
$2.45M 2.61%
142,520
-10,976
14
$1.41M 1.5%
11,905
+331
15
$1.39M 1.47%
23,484
-2,416
16
$1.37M 1.45%
75,405
-5,145
17
$1.32M 1.4%
6,355
-867
18
$1.13M 1.2%
44,075
-9,856
19
$945K 1%
7,868
20
$912K 0.97%
+15,786
21
$888K 0.94%
21,669
-1,259
22
$831K 0.88%
20,925
23
$805K 0.86%
6,161
-33
24
$773K 0.82%
7,166
25
$765K 0.81%
6,590
+550
1
2 3 4