BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $443M
1-Year Est. Return 24.6%
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$12.1M
3 +$12M
4
MSFT icon
Microsoft
MSFT
+$9.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.6%
2 Healthcare 9.44%
3 Financials 7.52%
4 Consumer Discretionary 6.41%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$278K 0.09%
+5,247
252
$278K 0.09%
+1,650
253
$277K 0.09%
+2,053
254
$277K 0.09%
+3,749
255
$277K 0.09%
+4,149
256
$276K 0.09%
+10,986
257
$275K 0.08%
+3,190
258
$274K 0.08%
+5,810
259
$274K 0.08%
+1,059
260
$273K 0.08%
+768
261
$269K 0.08%
+7,995
262
$268K 0.08%
+1,252
263
$267K 0.08%
+2,860
264
$267K 0.08%
+1,827
265
$265K 0.08%
+1,020
266
$264K 0.08%
+686
267
$262K 0.08%
+2,755
268
$262K 0.08%
+5,990
269
$261K 0.08%
+2,747
270
$259K 0.08%
+8,276
271
$258K 0.08%
+1,247
272
$257K 0.08%
+1,028
273
$257K 0.08%
+3,416
274
$257K 0.08%
+1,472
275
$257K 0.08%
+8,187