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
$102M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$333K
3
+$301K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$291K
5
ELV icon
Elevance Health
ELV
+$234K

Top Sells

1
+$371K
2
+$322K
3
+$287K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$245K
5
WFC icon
Wells Fargo
WFC
+$217K

Sector Composition

1 Technology 8.63%
2 Healthcare 5.37%
3 Financials 4.12%
4 Consumer Staples 4.06%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.8M 7.64%
51,820
+1,451
2
$7.13M 6.98%
37,785
-144
3
$5.83M 5.71%
34,823
+1,169
4
$5.58M 5.47%
59,522
+2,253
5
$4.69M 4.59%
359,640
-24,720
6
$4.6M 4.5%
56,229
+5,078
7
$4.54M 4.44%
27,833
-210
8
$3.86M 3.78%
87,232
+3,931
9
$3.64M 3.57%
21,877
+69
10
$3.16M 3.1%
26,327
-270
11
$3.15M 3.09%
117,168
-13,790
12
$2.55M 2.5%
151,022
-14,476
13
$2.5M 2.45%
131,500
-11,020
14
$1.75M 1.71%
22,444
-1,040
15
$1.57M 1.54%
6,907
+552
16
$1.47M 1.44%
11,633
-272
17
$1.37M 1.35%
70,584
-4,821
18
$1.27M 1.25%
28,081
+6,412
19
$1.09M 1.06%
38,993
-5,082
20
$1.02M 1%
17,480
+1,694
21
$1.01M 0.99%
7,161
-5
22
$990K 0.97%
7,868
23
$895K 0.88%
6,096
-65
24
$865K 0.85%
4,778
+501
25
$843K 0.83%
6,188
-50
1
2 3 4