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
$324M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$12.1M
3 +$12M
4
MSFT icon
Microsoft
MSFT
+$9.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.6%
2 Healthcare 9.44%
3 Financials 7.52%
4 Consumer Discretionary 6.41%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$202K 0.06%
+2,178
327
$201K 0.06%
+1,913
328
$200K 0.06%
+20,161
329
$160K 0.05%
+292
330
$150K 0.05%
+11,000
331
$116K 0.04%
+16,830
332
$108K 0.03%
+20,000
333
$101K 0.03%
+14,435
334
$69K 0.02%
+15,477
335
$48K 0.01%
+3,937
336
$29K 0.01%
+11,513
337
$22K 0.01%
+11,463