BWM
Baron Wealth Management Portfolio holdings
AUM
$325M
1-Year Est. Return
22.05%
This Fund
S&P 500
1 Year Est. Return
+22.05%
AUM
$325M
AUM Growth
+$22.2M
(+7.4%)
Holding
286
Top Buys
| 1 | +$3.51M | |
| 2 | +$2.62M | |
| 3 | +$1.01M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$947K |
| 5 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
+$761K |
Top Sells
| 1 | +$3.17M | |
| 2 | +$2.61M | |
| 3 | +$363K | |
| 4 |
Philip Morris
PM
|
+$340K |
| 5 |
Five Below
FIVE
|
+$330K |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Financials | 7.93% |
| 3 | Consumer Discretionary | 7.4% |
| 4 | Industrials | 7.12% |
| 5 | Healthcare | 4.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Visa
V
$617B
| $1.45M | 0.45% |
4,125
-15
|
|
||
27
Ford
F
$50.7B
| $1.44M | 0.44% |
109,739
-5,041
|
|
||
28
Walmart Inc
WMT
$1.02T
| $1.42M | 0.44% |
12,775
+3,456
|
|
||
29
Tesla
TSLA
$1.47T
| $1.4M | 0.43% |
3,111
-648
|
|
||
30
Lowe's Companies
LOW
$145B
| $1.37M | 0.42% |
5,668
+419
|
|
||
31
Vanguard S&P 500 ETF
VOO
$848B
| $1.29M | 0.4% |
2,059
+12
|
|
||
32
Analog Devices
ADI
$166B
| $1.28M | 0.39% |
4,707
+46
|
|
||
33
Netflix
NFLX
$413B
| $1.18M | 0.36% |
12,538
+48
|
|
||
34
BorgWarner
BWA
$11.2B
| $1.16M | 0.36% |
25,848
+2,737
|
|
||
35
iShares MSCI EAFE ETF
EFA
$73.9B
| $1.14M | 0.35% |
11,854
+168
|
|
||
36
Banco Santander
SAN
$161B
| $1.08M | 0.33% |
92,034
-6,124
|
|
||
37
Deutsche Bank
DB
$63.1B
| $1.06M | 0.33% |
27,432
+31
|
|
||
38
Morgan Stanley
MS
$264B
| $1.04M | 0.32% |
5,864
+598
|
|
||
39
Meta Platforms (Facebook)
META
$1.66T
| $1.03M | 0.32% |
1,568
-86
|
|
||
40
Gilead Sciences
GILD
$184B
| $1.03M | 0.32% |
8,393
+297
|
|
||
41
Berkshire Hathaway Class B
BRK.B
$1.04T
| $1.02M | 0.31% |
2,033
+130
|
|
||
42
Barclays
BCS
$79.5B
| $974K | 0.3% |
38,282
+3,849
|
|
||
43
iShares Core S&P 500 ETF
IVV
$743B
| $972K | 0.3% |
1,419
+1,073
|
|
||
44
S&P Global
SPGI
$133B
| $966K | 0.3% |
1,848
-61
|
|
||
45
Red Rock Resorts
RRR
$3.64B
| $946K | 0.29% |
15,266
+154
|
|
||
|
46
Vanguard Total Bond Market
BND
$151B
| $942K | 0.29% |
+12,722
|
|
||
47
Wells Fargo
WFC
$255B
| $929K | 0.29% |
9,966
+817
|
|
||
48
Eli Lilly
LLY
$951B
| $901K | 0.28% |
838
+170
|
|
||
49
TSMC
TSM
$1.83T
| $877K | 0.27% |
2,886
+208
|
|
||
50
iShares Russell Mid-Cap ETF
IWR
$48.9B
| $871K | 0.27% |
9,052
+163
|
|