Hurlow Wealth Management Group, Inc. logo

Hurlow Wealth Management Group, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Hurlow Wealth Management Group, Inc. with $386.1M in long positions as of Q3 2025, 87% allocated to ETF, and 62% concentrated in top 10 positions.

Portfolio Value
$386.1M
Top 10 Concentration
62%
Top Sector
ETF (87%)
US Exposure
100%
Market Cap Focus
N/A
Countries
3

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 86.80%ETFFinancial Services: 2.80%Technology: 2.30%Industrials: 1.70%Healthcare: 1.70%Consumer Defensive: 0.90%Consumer Cyclical: 0.70%Utilities: 0.50%Communication Services: 0.40%Basic Materials: 0.30%Energy: 0.20%
ETF
86.80%
Financial Services
2.80%
Technology
2.30%
Industrials
1.70%
Healthcare
1.70%
Consumer Defensive
0.90%
Consumer Cyclical
0.70%
Utilities
0.50%
Communication Services
0.40%
Basic Materials
0.30%
Energy
0.20%

Industry Breakdown

41 industries across all sectors

ETF: 86.80%ETFInsurance - Diversified: 1.35%Drug Manufacturers - General: 1.29%Consumer Electronics: 1.26%Software - Infrastructure: 0.54%Aerospace & Defense: 0.53%35 more: 6.54%
ETF
ETF
86.80%
Insurance - Diversified
Financial Services
1.35%
Drug Manufacturers - General
Healthcare
1.29%
Consumer Electronics
Technology
1.26%
Software - Infrastructure
Technology
0.54%
Aerospace & Defense
Industrials
0.53%
Discount Stores
Consumer Defensive
0.49%
Banks - Diversified
Financial Services
0.42%
Insurance - Property & Casualty
Financial Services
0.41%
Regulated Electric
Utilities
0.38%
Semiconductors
Technology
0.34%
Internet Content & Information
Communication Services
0.32%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 7.60%Large Cap ($10B - $200B): 3.68%Mid Cap ($2B - $10B): 0.08%Micro Cap ($50M - $300M): 0.02%Nano Cap (< $50M): 0.14%N/A (ETF or Unknown): 88.48%N/A (ETF or Unknown)
Mega Cap (> $200B)
7.60%
Large Cap ($10B - $200B)
3.68%
Mid Cap ($2B - $10B)
0.08%
Micro Cap ($50M - $300M)
0.02%
Nano Cap (< $50M)
0.14%
N/A (ETF or Unknown)
88.48%

Portfolio Concentration

Top 10 Holdings %
62.12%
Top 20 Holdings %
81.55%
Top 50 Holdings %
93.97%
Top 100 Holdings %
98.91%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.54%
International
0.458%
Countries
3
Largest Int'l Market
Ireland - 0.29%
United States of America
99.54% ($384.3M)
116 holdings
Ireland
0.29% ($1.1M)
2 holdings
United Kingdom
0.17% ($654.6K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
22.5 quarters
Avg. Top 20
20.1 quarters
Avg. All Positions
17.7 quarters
Median Holding Period
23 quarters
Persistence Rate
88.24%
Persistent Holdings Weight
98.63%
Persistent Positions
105
Longest Held
ABBVIE INC. logo
ABBVIE INC.ABBV - 27 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.07%
Avg. Position Weight
0.84%
Largest Position
Vanguard Large-Cap ETF logo
Vanguard Large-Cap ETFVV - 13.78%
Largest Ownership Stake
TuHURA Biosciences, Inc. Common Stock logo
TuHURA Biosciences, Inc. Common StockHURA - 0.06%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2018)

Avg. New Position
0.82%
Avg. Ownership Stake
0.001%
Largest Position
Vanguard Large-Cap ETF logo
Vanguard Large-Cap ETFVV - 13.78% (Q3 2025)
Largest Ownership Stake
TuHURA Biosciences, Inc. Common Stock logo
TuHURA Biosciences, Inc. Common StockHURA - 0.10% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
8.4%
Value Traded
$32.28M
Positions Added
2
Positions Exited
13

Historical (Since Q4 2018)

Avg. Turnover Ratio
6.3%
Avg. Positions Added
6
Avg. Positions Exited
4
Highest Turnover
50.0%
Q4 2018
Lowest Turnover
1.6%
Q1 2024

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