BWM
Baron Wealth Management Portfolio holdings
AUM
$334M
1-Year Est. Return
24.54%
This Fund
S&P 500
1 Year Est. Return
+24.54%
AUM
$334M
AUM Growth
+$9.91M
(+3.1%)
Holding
303
Top Buys
| 1 | +$5.25M | |
| 2 | +$2.7M | |
| 3 | +$1.29M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.05M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$896K |
Top Sells
| 1 | +$2.36M | |
| 2 | +$771K | |
| 3 | +$731K | |
| 4 |
Ford
F
|
+$669K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$631K |
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Industrials | 7.86% |
| 3 | Financials | 7.33% |
| 4 | Consumer Discretionary | 6.58% |
| 5 | Healthcare | 4.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Truist Financial
TFC
$62.8B
| – | – |
-5,116
|
|
||
302
Thor Industries
THO
$4.24B
| – | – |
-2,376
|
|
||
|
UROY
303
Uranium Royalty Corp
UROY
$532M
| – | – |
-12,358
|
|