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
$811M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.59M
3
+$4.38M
4
VTV icon
Vanguard Value ETF
VTV
+$3.54M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.52M

Top Sells

1
+$10.1M
2
+$4.9M
3
+$4.83M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$4.21M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.01M

Sector Composition

1 Technology 22.86%
2 Financials 11.14%
3 Healthcare 10.21%
4 Consumer Discretionary 6.94%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
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