HTWM
Hartmann Taylor Wealth Management Portfolio holdings
AUM
$120M
1 Year Est. Return
–
AUM
$120M
AUM Growth
+$8.5M
(+7.6%)
Holding
57
Top Buys
| 1 | +$1.74M | |
| 2 | +$1.29M | |
| 3 | +$906K | |
| 4 |
CGCV
Capital Group Conservative Equity ETF
CGCV
|
+$864K |
| 5 |
Capital Group Short Duration Municipal Income ETF
CGSM
|
+$808K |
Top Sells
| 1 | +$1.84M | |
| 2 | +$1.33M | |
| 3 | +$679K | |
| 4 |
Dimensional National Municipal Bond ETF
DFNM
|
+$674K |
| 5 |
Capital Group Municipal Income ETF
CGMU
|
+$648K |
Sector Composition
| 1 | Technology | 5.81% |
| 2 | Communication Services | 1.54% |
| 3 | Financials | 1.45% |
| 4 | Consumer Discretionary | 1.16% |
| 5 | Consumer Staples | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Grayscale Bitcoin Trust
GBTC
$42.6B
| $208K | 0.17% |
+2,455
|
|
||
52
Westwater Resources
WWR
$178M
| $9.02K | 0.01% |
15,000
|
|
||
53
Intuit
INTU
$184B
| – | – |
-380
|
|
||
|
LAC
54
Lithium Americas
LAC
$1.68B
| – | – |
-12,070
|
|
||
55
Progressive
PGR
$132B
| – | – |
-934
|
|
||
56
Texas Instruments
TXN
$161B
| – | – |
-1,132
|
|
||
57
UnitedHealth
UNH
$323B
| – | – |
-564
|
|