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
476
$256K 0.03%
11,575
477
$256K 0.03%
1,940
-518
478
$255K 0.03%
8,500
479
$253K 0.03%
8,256
-517
480
$252K 0.03%
5,407
-810
481
$252K 0.03%
9,931
-456
482
$250K 0.03%
3,328
+58
483
$249K 0.03%
10,668
-1,477
484
$248K 0.03%
+9,820
485
$246K 0.03%
3,240
486
$245K 0.03%
+8,121
487
$244K 0.03%
24,946
488
$241K 0.03%
1,288
-490
489
$240K 0.03%
7,051
-1,637
490
$240K 0.03%
2,768
-275
491
$239K 0.03%
13,710
492
$239K 0.03%
10,500
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493
$239K 0.03%
+6,305
494
$237K 0.02%
1,046
-21
495
$236K 0.02%
4,690
496
$235K 0.02%
6,005
+209
497
$234K 0.02%
2,033
+26
498
$233K 0.02%
2,000
499
$232K 0.02%
1,625
-102
500
$231K 0.02%
+6,511
18 19
20
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