BWM
Baron Wealth Management Portfolio holdings
AUM $228M
AUM
$228M
AUM Growth
+$15.1M (+7%)
Cap. Flow
+$34.7M
Cap. Flow % of AUM
15.23%
Top 10 Holdings %Top 10 Hldgs %
57.82%
Holding
238
New
45
Increased
77
Reduced
74
Closed
28
Top Buys
| 1 | $12M | |
| 2 | $11.4M | |
| 3 | $833K | |
| 4 | $683K | |
| 5 | $494K |
Top Sells
| 1 | $1.61M | |
| 2 | $959K | |
| 3 | $958K | |
| 4 | $200K | |
| 5 | $198K |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Financials | 8.01% |
| 3 | Industrials | 7.85% |
| 4 | Consumer Discretionary | 7.39% |
| 5 | Healthcare | 5.76% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.02M | 0.45% | 5,037 -200 | -4% | -$40.3K | |||
| $1.01M | 0.44% | 3,753 +87 | +2% | +$23.3K | |||
| $1M | 0.44% | 12,293 -289 | -2% | -$23.6K | |||
| $1M | 0.44% | 3,758 -21 | -0.6% | -$5.61K | |||
| $1M | 0.44% | 5,978 -257 | -4% | -$43K | |||
| $959K | 0.42% | 3,699 +632 | +21% | +$164K | |||
| $930K | 0.41% | 1,599 +112 | +8% | +$65.1K | |||
| $833K | 0.37% | 24,859 | New | +$833K | |||
| $831K | 0.37% | 5,375 +445 | +9% | +$68.8K | |||
| $811K | 0.36% | 10,455 +238 | +2% | +$18.5K | |||
| $799K | 0.35% | 6,721 +3,204 | +91% | +$381K | |||
| $788K | 0.35% | 10,511 +525 | +5% | +$39.3K | |||
| $778K | 0.34% | 1,486 -359 | -19% | -$188K | |||
| $777K | 0.34% | 1,278 +218 | +21% | +$132K | |||
| $771K | 0.34% | 968 +6 | +0.6% | +$4.78K | |||
| $766K | 0.34% | 1,646 +65 | +4% | +$30.3K | |||
| $758K | 0.33% | 6,768 +3,009 | +80% | +$337K | |||
| $758K | 0.33% | 8,914 -221 | -2% | -$18.8K | |||
| $751K | 0.33% | 4,810 +235 | +5% | +$36.7K | |||
| $724K | 0.32% | 8,246 -146 | -2% | -$12.8K | |||
| $714K | 0.31% | 5,380 +1,836 | +52% | +$244K | |||
| $707K | 0.31% | 1,289 +306 | +31% | +$168K | |||
| $693K | 0.3% | 2,327 +7 | +0.3% | +$2.08K | |||
| $683K | 0.3% | 49,683 | New | +$683K | |||
| $664K | 0.29% | 27,856 +15,431 | +124% | +$368K |
