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
$757M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$4.7M
3
+$2.91M
4
ABNB icon
Airbnb
ABNB
+$2.4M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$2.66M
2
+$1.82M
3
+$1.47M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.28M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$994K

Sector Composition

1 Technology 29.85%
2 Financials 11.09%
3 Healthcare 8.89%
4 Consumer Discretionary 7.51%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$330K 0.04%
+1,393
402
$329K 0.04%
+4,428
403
$329K 0.04%
775
+32
404
$327K 0.04%
1,540
+412
405
$327K 0.04%
17,513
+1,882
406
$326K 0.04%
8,154
+3,579
407
$324K 0.04%
5,042
-17
408
$323K 0.04%
14,493
409
$320K 0.04%
12,392
+1,910
410
$316K 0.04%
3,843
+734
411
$316K 0.04%
1,542
+195
412
$315K 0.04%
12,232
+944
413
$315K 0.04%
16,388
-57
414
$315K 0.04%
8,228
-159
415
$314K 0.04%
9,627
+1,114
416
$310K 0.04%
15,100
+5,000
417
$309K 0.04%
647
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418
$306K 0.04%
2,902
-53
419
$302K 0.04%
485
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420
$298K 0.04%
585
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421
$295K 0.04%
1,945
+5
422
$290K 0.04%
2,583
+597
423
$286K 0.04%
9,627
+2,058
424
$281K 0.04%
480
+9
425
$280K 0.04%
6,280
+450
15 16
17
18 19