HTWM
Hartmann Taylor Wealth Management Portfolio holdings
AUM
$148M
1-Year Est. Return
16.24%
1 Year Est. Return
+16.24%
AUM
$148M
AUM Growth
+$8.85M
(+6.4%)
Holding
54
Top Buys
| 1 | +$1.44M | |
| 2 | +$937K | |
| 3 | +$752K | |
| 4 |
Vanguard Value ETF
VTV
|
+$745K |
| 5 |
Capital Group Short Duration Municipal Income ETF
CGSM
|
+$545K |
Top Sells
| 1 | +$745K | |
| 2 | +$243K | |
| 3 | +$167K | |
| 4 |
NVIDIA
NVDA
|
+$159K |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$105K |
Sector Composition
| 1 | Technology | 5.67% |
| 2 | Communication Services | 1.46% |
| 3 | Financials | 1.19% |
| 4 | Consumer Discretionary | 1.05% |
| 5 | Consumer Staples | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$633B
| $245K | 0.17% |
697
|
|
||
52
ASML
ASML
$527B
| $210K | 0.14% |
+196
|
|
||
53
Westwater Resources
WWR
$140M
| $11.3K | 0.01% |
15,000
|
|
||
54
Capital Group Dividend Growers ETF
CGDG
$4.3B
| – | – |
-7,000
|
|