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
201
$266K 0.1%
997
-145
202
$265K 0.09%
1,171
-160
203
$263K 0.09%
25,047
+315
204
$261K 0.09%
+817
205
$254K 0.09%
794
-8
206
$254K 0.09%
909
+47
207
$254K 0.09%
+322
208
$248K 0.09%
5,911
+193
209
$246K 0.09%
5,777
-2,223
210
$240K 0.09%
2,753
+13
211
$238K 0.09%
965
-142
212
$238K 0.08%
2,877
-355
213
$234K 0.08%
60,080
214
$234K 0.08%
4,315
+181
215
$231K 0.08%
3,403
+65
216
$231K 0.08%
1,260
-1,003
217
$225K 0.08%
4,369
-77
218
$223K 0.08%
+7,434
219
$220K 0.08%
+4,047
220
$220K 0.08%
+3,462
221
$219K 0.08%
+1,372
222
$216K 0.08%
2,051
-46
223
$210K 0.07%
4,258
-4,498
224
$210K 0.07%
2,567
+81
225
$208K 0.07%
+2,330
7 8
9
10 11