BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $406M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.75M
3 +$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$950K

Top Sells

1 +$743K
2 +$739K
3 +$584K
4
JPM icon
JPMorgan Chase
JPM
+$446K
5
BABA icon
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
-40,458