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
151
$1.31M 0.15%
20,573
+14,814
152
$1.31M 0.15%
5,138
+374
153
$1.31M 0.15%
72,335
+715
154
$1.3M 0.15%
6,274
+594
155
$1.29M 0.15%
7,691
+544
156
$1.29M 0.14%
12,665
-1,672
157
$1.29M 0.14%
25,575
-6,151
158
$1.28M 0.14%
+26,250
159
$1.28M 0.14%
9,748
+383
160
$1.28M 0.14%
31,734
-5,578
161
$1.27M 0.14%
18,484
-1,163
162
$1.27M 0.14%
15,460
+6,224
163
$1.26M 0.14%
11,876
-30
164
$1.25M 0.14%
18,238
+1,951
165
$1.24M 0.14%
9,790
-2,514
166
$1.24M 0.14%
12,449
+875
167
$1.23M 0.14%
12,699
+1,599
168
$1.22M 0.14%
2,585
-208
169
$1.22M 0.14%
16,394
+1,471
170
$1.22M 0.14%
6,536
+766
171
$1.21M 0.14%
4,219
-290
172
$1.2M 0.14%
2,908
+71
173
$1.18M 0.13%
9,107
-283
174
$1.16M 0.13%
20,772
+8,630
175
$1.16M 0.13%
9,428
+669
5 6
7
8 9