HTWM
Hartmann Taylor Wealth Management Portfolio holdings
AUM $120M
This Quarter Return
-1.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
64.95%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $15.3M | |
| 2 | $9.65M | |
| 3 | $9.48M | |
| 4 | $9.03M | |
| 5 | $5.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Financials | 1.95% |
| 3 | Consumer Discretionary | 1.38% |
| 4 | Communication Services | 1.17% |
| 5 | Healthcare | 0.6% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $8.27K | 0.01% | +15,000 | New | +$8.27K |
