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
$889M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.19M
3
+$2.22M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.02M
5
TSLA icon
Tesla
TSLA
+$1.73M

Top Sells

1
+$5.8M
2
+$4.34M
3
+$3.61M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.98M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.67M

Sector Composition

1 Technology 24.16%
2 Financials 10.03%
3 Healthcare 9.12%
4 Consumer Discretionary 7.77%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$727K 0.08%
1,497
-24
252
$725K 0.08%
1,854
-225
253
$724K 0.08%
7,491
+180
254
$719K 0.08%
7,708
+680
255
$716K 0.08%
8,923
+343
256
$715K 0.08%
1,429
+59
257
$715K 0.08%
+12,261
258
$712K 0.08%
22,319
+581
259
$710K 0.08%
7,718
+3,259
260
$704K 0.08%
3,343
+580
261
$702K 0.08%
1,817
+342
262
$701K 0.08%
15,228
-1,781
263
$692K 0.08%
5,326
+153
264
$691K 0.08%
1,746
+506
265
$687K 0.08%
4,966
+1,262
266
$683K 0.08%
1,491
+810
267
$683K 0.08%
12,504
+2,611
268
$682K 0.08%
257
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269
$679K 0.08%
4,102
+121
270
$678K 0.08%
19,917
+3,516
271
$673K 0.08%
3,186
-273
272
$667K 0.08%
14,944
+540
273
$661K 0.07%
3,353
-468
274
$651K 0.07%
7,804
+54
275
$646K 0.07%
7,348
+1,911
9 10
11
12 13