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
176
$1.14M 0.13%
4,721
-1,381
177
$1.14M 0.13%
4,968
+380
178
$1.13M 0.13%
5,531
+555
179
$1.12M 0.13%
11,673
+4,974
180
$1.1M 0.12%
27,064
+4,336
181
$1.1M 0.12%
5,758
+62
182
$1.1M 0.12%
11,589
+956
183
$1.09M 0.12%
33,954
+9,179
184
$1.09M 0.12%
68,202
-64,266
185
$1.09M 0.12%
44,496
+16,614
186
$1.06M 0.12%
12,452
+150
187
$1.05M 0.12%
12,609
188
$1.05M 0.12%
6,375
+746
189
$1.05M 0.12%
4,098
-27
190
$1.04M 0.12%
+6,813
191
$1.04M 0.12%
6,223
-1,068
192
$1.04M 0.12%
14,688
+1,954
193
$1.03M 0.12%
17,258
-8,551
194
$1.02M 0.11%
11,569
+1,673
195
$1.01M 0.11%
10,208
+81
196
$1.01M 0.11%
15,606
-1,431
197
$1M 0.11%
6,582
-1,056
198
$998K 0.11%
3,822
+403
199
$994K 0.11%
4,868
+152
200
$991K 0.11%
11,289
+508
6 7
8
9 10