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
$157M
AUM Growth
-$882K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$697K
3
+$680K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$620K
5
MCK icon
McKesson
MCK
+$287K

Top Sells

1
+$691K
2
+$394K
3
+$325K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$322K
5
VZ icon
Verizon
VZ
+$287K

Sector Composition

1 Consumer Discretionary 14.88%
2 Technology 10.33%
3 Healthcare 6.69%
4 Industrials 6.19%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$729K 0.47%
3,315
-11
27
$729K 0.47%
1,445
+31
28
$680K 0.43%
+15,495
29
$673K 0.43%
2,927
+29
30
$664K 0.42%
1,770
+24
31
$649K 0.41%
8,444
+120
32
$630K 0.4%
9,101
33
$630K 0.4%
3,029
+14
34
$625K 0.4%
3,083
+10
35
$616K 0.39%
3,806
+53
36
$606K 0.39%
1,627
+18
37
$601K 0.38%
6,462
38
$592K 0.38%
2,993
+45
39
$592K 0.38%
1,619
-37
40
$578K 0.37%
3,270
41
$561K 0.36%
2,375
+10
42
$561K 0.36%
3,865
+86
43
$560K 0.36%
4,248
-42
44
$554K 0.35%
1,434
+52
45
$550K 0.35%
4,202
-28
46
$548K 0.35%
1,083
+131
47
$540K 0.34%
2,654
+40
48
$501K 0.32%
896
+13
49
$496K 0.32%
18,142
-648
50
$487K 0.31%
11,254
1
2
3 4 5