HTWM
Hartmann Taylor Wealth Management Portfolio holdings
AUM
$139M
1 Year Est. Return
–
AUM
$139M
AUM Growth
+$19.2M
(+16%)
Holding
54
Top Buys
| 1 | +$3.63M | |
| 2 | +$2.39M | |
| 3 | +$1.12M | |
| 4 |
CGCV
Capital Group Conservative Equity ETF
CGCV
|
+$812K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$778K |
Top Sells
| 1 | +$289K | |
| 2 | +$245K | |
| 3 | +$218K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$195K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$195K |
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Communication Services | 1.53% |
| 3 | Financials | 1.22% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Consumer Staples | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Westwater Resources
WWR
$131M
| $14.2K | 0.01% |
15,000
|
|
||
52
Capital Group Short Duration Income ETF
CGSD
$1.78B
| – | – |
-11,125
|
|
||
|
GMS
53
DELISTED
GMS Inc
GMS
| – | – |
-2,000
|
|
||
54
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-5,000
|
|