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
$931M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Sells

1 +$15M
2 +$2.19M
3 +$1.99M
4
TSLA icon
Tesla
TSLA
+$1.66M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.56M

Sector Composition

1 Technology 28.77%
2 Financials 9.53%
3 Healthcare 9.02%
4 Consumer Discretionary 7.48%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$208K 0.02%
983
-494
502
$206K 0.02%
2,000
503
$206K 0.02%
+2,278
504
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+4,923
505
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-4,390
507
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508
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10,000
509
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515
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510
$192K 0.02%
44,212
511
$187K 0.02%
+23,351
512
$173K 0.02%
+11,828
513
$173K 0.02%
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514
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11,000
515
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27,038
-2,505
516
$144K 0.02%
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517
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518
$127K 0.01%
35,473
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519
$116K 0.01%
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520
$86K 0.01%
10,433
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521
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+13,222
522
$52K 0.01%
20,416
+2,495
523
$40K ﹤0.01%
+1,388
524
$38K ﹤0.01%
1,442
-38
525
-11,773