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
451
$296K 0.03%
5,590
+60
452
$296K 0.03%
2,206
+11
453
$293K 0.03%
6,217
+1,717
454
$293K 0.03%
4,714
-296
455
$291K 0.03%
4,048
+116
456
$289K 0.03%
4,632
+1,208
457
$287K 0.03%
6,760
458
$285K 0.03%
34,159
+4,870
459
$284K 0.03%
5,759
+175
460
$283K 0.03%
8,688
+1,585
461
$283K 0.03%
9,143
+1,498
462
$283K 0.03%
12,145
-1,015
463
$276K 0.03%
6,592
+331
464
$276K 0.03%
8,437
-2,420
465
$275K 0.03%
+1,311
466
$275K 0.03%
2,587
+445
467
$273K 0.03%
2,841
+28
468
$273K 0.03%
2,328
469
$272K 0.03%
+5,627
470
$263K 0.03%
+660
471
$263K 0.03%
2,635
-1,797
472
$262K 0.03%
+10,387
473
$262K 0.03%
11,162
+162
474
$261K 0.03%
797
+182
475
$257K 0.03%
8,500
17 18
19
20 21