BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $406M
1-Year Est. Return 23.72%
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.9M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$983K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$956K

Top Sells

1
+$780K
2
+$746K
3
+$649K
4
JPM icon
JPMorgan Chase
JPM
+$507K
5
BABA icon
Alibaba
BABA
+$418K

Sector Composition

1 Technology 16.95%
2 Financials 10.36%
3 Communication Services 7.92%
4 Healthcare 6.23%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$401K 0.14%
1,360
+55
152
$400K 0.14%
404
+44
153
$400K 0.14%
13,679
+13
154
$390K 0.14%
1,251
-25
155
$388K 0.14%
961
-83
156
$384K 0.14%
7,302
+567
157
$383K 0.14%
5,156
-144
158
$383K 0.14%
1,616
159
$380K 0.14%
1,300
-29
160
$378K 0.14%
2,027
+167
161
$372K 0.13%
1,810
+140
162
$371K 0.13%
8,686
-1,129
163
$370K 0.13%
2,226
+60
164
$368K 0.13%
5,185
-492
165
$358K 0.13%
4,182
-77
166
$356K 0.13%
2,527
+9
167
$355K 0.13%
3,198
-3,195
168
$354K 0.13%
4,238
+2
169
$353K 0.13%
12,676
+313
170
$351K 0.13%
7,162
-49
171
$351K 0.13%
3,217
172
$351K 0.13%
6,733
173
$343K 0.12%
1,101
+14
174
$340K 0.12%
3,729
-107
175
$333K 0.12%
739
-65
5 6
7
8 9