BTWM
Baker Tilly Wealth Management Portfolio holdings
AUM
$443M
1-Year Est. Return
24.6%
1 Year Est. Return
+24.6%
AUM
$280M
AUM Growth
+$24.9M
(+9.8%)
Holding
251
Top Buys
| 1 | +$2M | |
| 2 | +$1.9M | |
| 3 | +$1.12M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$983K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$956K |
Top Sells
| 1 | +$780K | |
| 2 | +$746K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
American Electric Power
AEP
$62.9B
| – | – |
-1,858
|
|