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
351
$468K 0.05%
5,044
-797
352
$465K 0.05%
12,860
-235
353
$465K 0.05%
3,728
+64
354
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3,325
-3,452
355
$462K 0.05%
6,464
+2,164
356
$462K 0.05%
5,566
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357
$462K 0.05%
14,227
-3,191
358
$452K 0.05%
2,781
+170
359
$451K 0.05%
4,868
-370
360
$450K 0.05%
+24,136
361
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2,335
+15
362
$446K 0.05%
2,035
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363
$445K 0.05%
3,961
-5
364
$443K 0.05%
5,401
+436
365
$441K 0.05%
3,035
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366
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7,989
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367
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4,472
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368
$437K 0.05%
7,216
369
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20,830
370
$434K 0.05%
6,486
+3,114
371
$433K 0.05%
4,412
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372
$431K 0.05%
3,936
-46
373
$428K 0.05%
+9,127
374
$427K 0.05%
3,863
+100
375
$421K 0.05%
4,881
+224
13 14
15
16 17