BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $406M
1-Year Est. Return 23.72%
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.9M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$983K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$956K

Top Sells

1
+$780K
2
+$746K
3
+$649K
4
JPM icon
JPMorgan Chase
JPM
+$507K
5
BABA icon
Alibaba
BABA
+$418K

Sector Composition

1 Technology 16.95%
2 Financials 10.36%
3 Communication Services 7.92%
4 Healthcare 6.23%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.76%
5,033
+1,520
27
$2.11M 0.75%
7,649
-649
28
$1.96M 0.7%
14,519
29
$1.95M 0.7%
15,746
+145
30
$1.82M 0.65%
10,262
+372
31
$1.77M 0.63%
16,437
+2,433
32
$1.6M 0.57%
13,872
-565
33
$1.43M 0.51%
5,473
-455
34
$1.38M 0.49%
21,897
-4,899
35
$1.32M 0.47%
4,254
-155
36
$1.29M 0.46%
2,908
-80
37
$1.29M 0.46%
4,860
-69
38
$1.29M 0.46%
18,231
-1,072
39
$1.28M 0.46%
28,284
-1,233
40
$1.28M 0.46%
3,490
+109
41
$1.22M 0.44%
8,367
-884
42
$1.22M 0.44%
4,466
-105
43
$1.19M 0.43%
7,822
-182
44
$1.19M 0.42%
6,898
+1,399
45
$1.18M 0.42%
32,969
+2,005
46
$1.17M 0.42%
15,477
+936
47
$1.17M 0.42%
7,315
-1,092
48
$1.16M 0.42%
12,700
+451
49
$1.14M 0.41%
1,462
+15
50
$1.14M 0.41%
18,178
-858
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2
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