BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$970K
3
+$401K
4
PINS icon
Pinterest
PINS
+$333K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K

Top Sells

1
+$28.9M
2
+$17.3M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$9.54M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.78M

Sector Composition

1 Technology 18.57%
2 Financials 9.47%
3 Healthcare 8.08%
4 Communication Services 6.92%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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