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
476
$253K 0.03%
3,043
+106
477
$253K 0.03%
1,727
+58
478
$251K 0.03%
24,946
479
$250K 0.03%
19,809
-10,595
480
$249K 0.03%
3,270
+51
481
$248K 0.03%
8,773
-1,437
482
$247K 0.03%
4,668
-39
483
$246K 0.03%
5,527
+17
484
$245K 0.03%
11,575
485
$243K 0.03%
2,668
486
$242K 0.03%
16,170
-1,446
487
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1,066
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488
$239K 0.03%
941
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489
$239K 0.03%
5,520
-38
490
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+5,483
491
$236K 0.03%
4,690
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492
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493
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1,201
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494
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7,352
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495
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2,000
496
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+2,301
497
$229K 0.03%
+2,782
498
$226K 0.03%
5,969
+68
499
$226K 0.03%
1,067
+18
500
$226K 0.03%
+5,682
18 19
20
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