BWM

Baron Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 17.97%
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.1M
3
+$618K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$429K
5
SCHW icon
Charles Schwab
SCHW
+$347K

Top Sells

1
+$808K
2
+$527K
3
+$336K
4
ETN icon
Eaton
ETN
+$288K
5
BL icon
BlackLine
BL
+$249K

Sector Composition

1 Consumer Discretionary 12.07%
2 Technology 11.36%
3 Industrials 7.04%
4 Healthcare 7.02%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$708K 0.45%
3,326
+279
27
$688K 0.44%
2,898
+21
28
$680K 0.43%
3,015
+27
29
$680K 0.43%
1,414
+11
30
$668K 0.42%
1,746
+7
31
$665K 0.42%
9,101
+18
32
$664K 0.42%
3,753
+16
33
$664K 0.42%
1,656
+23
34
$649K 0.41%
3,073
+24
35
$616K 0.39%
8,305
+777
36
$613K 0.39%
1,609
+32
37
$612K 0.39%
3,270
+3
38
$611K 0.39%
6,462
39
$576K 0.37%
1,382
+6
40
$554K 0.35%
18,790
+112
41
$550K 0.35%
3,779
-697
42
$535K 0.34%
2,365
-829
43
$533K 0.34%
2,420
+3
44
$530K 0.34%
2,948
+13
45
$528K 0.34%
11,254
+134
46
$519K 0.33%
4,290
-141
47
$517K 0.33%
2,614
-535
48
$506K 0.32%
4,230
-2,807
49
$502K 0.32%
11,715
+59
50
$497K 0.32%
952
+264
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