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
126
$1.56M 0.17%
4,531
+1,490
127
$1.55M 0.17%
2,836
+150
128
$1.55M 0.17%
3,111
+878
129
$1.54M 0.17%
12,677
-1,273
130
$1.51M 0.17%
34,388
+62
131
$1.5M 0.17%
10,661
-293
132
$1.46M 0.16%
25,292
+1,670
133
$1.45M 0.16%
11,979
134
$1.44M 0.16%
9,462
+5,972
135
$1.43M 0.16%
19,327
+529
136
$1.42M 0.16%
6,954
+891
137
$1.41M 0.16%
27,698
-634
138
$1.39M 0.16%
39,440
-7,750
139
$1.38M 0.16%
41,360
+22
140
$1.38M 0.16%
27,662
+267
141
$1.37M 0.15%
2,970
+76
142
$1.37M 0.15%
4,470
+1,920
143
$1.36M 0.15%
32,731
+1,023
144
$1.36M 0.15%
37,078
+11,880
145
$1.36M 0.15%
16,210
-852
146
$1.35M 0.15%
14,283
+343
147
$1.34M 0.15%
25,882
+7,847
148
$1.33M 0.15%
15,011
-925
149
$1.32M 0.15%
19,069
+75
150
$1.32M 0.15%
1,033
-290
4 5
6
7 8