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
401
$380K 0.04%
+7,501
402
$375K 0.04%
4,145
-651
403
$372K 0.04%
18,815
-1,065
404
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3,235
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405
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3,305
-253
406
$367K 0.04%
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407
$366K 0.04%
7,190
-5,931
408
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+6,124
409
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410
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8,916
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411
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56,565
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412
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17,703
413
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414
$358K 0.04%
7,988
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415
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3,973
416
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2,499
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417
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418
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43,063
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419
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420
$346K 0.04%
7,715
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421
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6,570
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422
$344K 0.04%
6,812
-631
423
$342K 0.04%
611
-11
424
$341K 0.04%
14,390
+3,720
425
$338K 0.04%
3,027
-226
15 16
17
18 19