BTWM
Baker Tilly Wealth Management Portfolio holdings
AUM
$280M
This Quarter Return
+11.81%
1 Year Return
+23.69%
3 Year Return
+85.14%
5 Year Return
–
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+9.8%)
Cap. Flow
+$1.79M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
35.54%
Holding
251
New
14
Increased
89
Reduced
115
Closed
17
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$780K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$746K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$649K |
| 4 |
JPMorgan Chase
JPM
|
$507K |
| 5 |
Alibaba
BABA
|
$418K |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 10.36% |
| 3 | Communication Services | 7.92% |
| 4 | Healthcare | 6.23% |
| 5 | Consumer Discretionary | 6.12% |