BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $406M
1-Year Est. Return 23.72%
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$971K
3
+$390K
4
PINS icon
Pinterest
PINS
+$372K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$297K

Top Sells

1
+$28.9M
2
+$17.4M
3
+$12.2M
4
AMZN icon
Amazon
AMZN
+$10M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.05M

Sector Composition

1 Technology 18.57%
2 Financials 9.47%
3 Healthcare 8.08%
4 Communication Services 6.92%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$48.2K 0.02%
20,000
277
$37.8K 0.02%
10,567
-22,837
278
$7.05K ﹤0.01%
224
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289
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-5,612
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