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
276
$643K 0.07%
5,896
-5,159
277
$641K 0.07%
9,157
-653
278
$641K 0.07%
8,811
+1,558
279
$640K 0.07%
8,314
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280
$636K 0.07%
19,459
-13,132
281
$636K 0.07%
3,131
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282
$633K 0.07%
1,849
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283
$633K 0.07%
8,448
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284
$627K 0.07%
17,035
285
$625K 0.07%
19,208
+5,576
286
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13,006
-1,155
287
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2,678
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288
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16,711
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289
$606K 0.07%
1,709
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290
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11,500
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291
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20,073
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292
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2,345
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293
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6,371
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294
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9,650
+1,466
295
$578K 0.07%
10,045
+558
296
$574K 0.06%
2,483
-91
297
$572K 0.06%
12,659
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298
$569K 0.06%
41,689
-1,434
299
$566K 0.06%
20,974
-13,188
300
$564K 0.06%
1,464
+159
10 11
12
13 14