HTWM

Hartmann Taylor Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 16.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$10.5M
3 +$9.66M
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$9.25M
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$5.67M

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 Change
in Stake
Capital Flow
51
$8.27K 0.01%
+15,000