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
101
$1.95M 0.22%
9,684
+833
102
$1.94M 0.22%
19,913
+2,749
103
$1.92M 0.22%
6,864
+424
104
$1.89M 0.21%
26,740
+788
105
$1.88M 0.21%
18,417
+1,171
106
$1.85M 0.21%
16,839
+1,120
107
$1.79M 0.2%
30,976
-2,077
108
$1.78M 0.2%
2,411
-402
109
$1.77M 0.2%
10,344
+289
110
$1.75M 0.2%
36,110
-4,126
111
$1.74M 0.2%
42,631
-381
112
$1.7M 0.19%
30,105
-1,800
113
$1.69M 0.19%
17,055
+5,134
114
$1.67M 0.19%
5,190
-1,609
115
$1.66M 0.19%
18,078
-10,918
116
$1.64M 0.18%
17,696
+8,315
117
$1.64M 0.18%
10,042
-1,441
118
$1.63M 0.18%
7,127
+332
119
$1.61M 0.18%
12,225
+750
120
$1.6M 0.18%
44,408
+589
121
$1.59M 0.18%
+26,094
122
$1.59M 0.18%
11,895
+304
123
$1.58M 0.18%
3,581
+389
124
$1.57M 0.18%
4,535
+213
125
$1.57M 0.18%
29,895
+4,278
3 4
5
6 7