BTWM
Baker Tilly Wealth Management Portfolio holdings
AUM
$411M
1-Year Est. Return
22.46%
This Fund
S&P 500
1 Year Est. Return
+22.46%
AUM
$733M
AUM Growth
-$29M
(-3.8%)
Holding
537
Top Buys
| 1 | +$10.6M | |
| 2 | +$4.78M | |
| 3 | +$3.31M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.77M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$2.34M |
Top Sells
| 1 | +$4.8M | |
| 2 | +$1.87M | |
| 3 | +$1.51M | |
| 4 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$1.24M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.03M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 10.44% |
| 3 | Healthcare | 9.37% |
| 4 | Consumer Discretionary | 7.4% |
| 5 | Communication Services | 6.04% |