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
501
$223K 0.03%
+1,214
502
$223K 0.03%
+2,907
503
$223K 0.03%
+5,166
504
$222K 0.03%
+7,006
505
$222K 0.02%
10,000
506
$221K 0.02%
13,710
507
$219K 0.02%
+2,234
508
$218K 0.02%
717
-166
509
$217K 0.02%
+3,240
510
$216K 0.02%
6,195
-498
511
$216K 0.02%
5,796
-338
512
$216K 0.02%
+951
513
$211K 0.02%
920
-275
514
$210K 0.02%
+2,007
515
$209K 0.02%
+5,402
516
$208K 0.02%
+7,000
517
$204K 0.02%
+2,383
518
$204K 0.02%
2,600
+26
519
$203K 0.02%
+6,050
520
$201K 0.02%
+1,378
521
$201K 0.02%
+1,701
522
$201K 0.02%
4,610
-818
523
$199K 0.02%
15,980
-785
524
$189K 0.02%
14,271
-1,296
525
$159K 0.02%
19,897
+62
19 20
21
22 23