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
$953M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$2.49M
3
+$2M
4
PYPL icon
PayPal
PYPL
+$1.45M
5
WDAY icon
Workday
WDAY
+$1.4M

Top Sells

1
+$3.14M
2
+$3.14M
3
+$2.04M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
MSFT icon
Microsoft
MSFT
+$1.55M

Sector Composition

1 Technology 24.41%
2 Financials 10.09%
3 Healthcare 8.79%
4 Consumer Discretionary 8.15%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$432K 0.05%
2,576
-102
377
$431K 0.05%
19,702
-1,128
378
$428K 0.04%
3,225
379
$428K 0.04%
7,411
-5,626
380
$423K 0.04%
5,934
381
$421K 0.04%
3,697
-211
382
$421K 0.04%
5,377
383
$414K 0.04%
13,851
+1,172
384
$414K 0.04%
3,559
-402
385
$413K 0.04%
23,172
-7,878
386
$412K 0.04%
22,966
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387
$411K 0.04%
2,794
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388
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6,570
-633
389
$406K 0.04%
+4,817
390
$404K 0.04%
3,896
-3
391
$404K 0.04%
54,844
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392
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6,414
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393
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12,807
+793
394
$401K 0.04%
4,539
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395
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22,956
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396
$394K 0.04%
17,703
397
$394K 0.04%
1,873
+154
398
$391K 0.04%
3,536
+76
399
$388K 0.04%
3,973
400
$383K 0.04%
6,412
+892
14 15
16
17 18