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
376
$421K 0.05%
11,530
-3,875
377
$420K 0.05%
8,004
-78
378
$420K 0.05%
12,014
-811
379
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12,302
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380
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3,225
381
$417K 0.05%
7,544
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382
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+19,750
383
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4,311
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384
$408K 0.05%
3,460
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385
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386
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2,458
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387
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388
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+4,889
389
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6,148
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390
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391
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393
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2,904
-1,342
394
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12,679
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12,970
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396
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3,644
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397
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398
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+862
399
$382K 0.04%
1,548
-32
400
$380K 0.04%
6,567
-1,084
14 15
16
17 18