BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
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 Buys

1
+$17M
2
+$8.91M
3
+$6.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.08M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$5.98M

Top Sells

1
+$15M
2
+$2.19M
3
+$1.99M
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.59M
5
TSLA icon
Tesla
TSLA
+$1.58M

Sector Composition

1 Technology 28.77%
2 Financials 9.52%
3 Healthcare 9.02%
4 Consumer Discretionary 7.48%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
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