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
$226M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.36M
3
+$671K
4
META icon
Meta Platforms (Facebook)
META
+$637K
5
BA icon
Boeing
BA
+$445K

Top Sells

1
+$3.46M
2
+$2.88M
3
+$1.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.37M
5
HDV
iShares Core High Dividend ETF
HDV
+$1.03M

Sector Composition

1 Technology 17.89%
2 Financials 10.28%
3 Healthcare 7.64%
4 Communication Services 7.34%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
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