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
426
$352K 0.04%
5,605
-339
427
$352K 0.04%
13,005
+475
428
$351K 0.04%
8,252
+248
429
$350K 0.04%
1,582
430
$350K 0.04%
1,397
-1,148
431
$346K 0.04%
3,024
-3
432
$346K 0.04%
13,490
-900
433
$345K 0.04%
6,881
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434
$344K 0.04%
1,567
-8
435
$338K 0.04%
5,052
-285
436
$335K 0.04%
2,566
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437
$331K 0.03%
4,970
+338
438
$326K 0.03%
13,276
-995
439
$324K 0.03%
3,823
-389
440
$322K 0.03%
663
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441
$321K 0.03%
2,820
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442
$319K 0.03%
2,847
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443
$317K 0.03%
3,057
-248
444
$316K 0.03%
17,175
-1,640
445
$315K 0.03%
2,683
-642
446
$314K 0.03%
2,716
-157
447
$311K 0.03%
1,327
+16
448
$306K 0.03%
20,215
+406
449
$302K 0.03%
4,147
+99
450
$300K 0.03%
38,521
+4,362
16 17
18
19 20