TWMP
NVEE

Taylor Wealth Management Partners’s NV5 Global NVEE Stock Holding History

Taylor Wealth Management Partners’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-323,204
Closed -$5.52M – 50
2019
Q3 		$5.52M Sell
323,204
-5,172
-2% -$94K 2.58% 18
2019
Q2 		$6.68M Buy
328,376
+160
+0% +$2.85K 3.12% 12
2019
Q1 		$4.87M Buy
328,216
+104,984
+47% +$1.81M 2.42% 16
2018
Q4 		$3.38M Sell
223,232
-18,444
-8% -$342K 1.95% 17
2018
Q3 		$5.24M Buy
241,676
+81,316
+51% +$1.68M 2.23% 16
2018
Q2 		$2.78M Buy
+160,360
New +$2.5M 1.24% 30

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return