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
$183M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$818K
3
+$515K
4
AAPL icon
Apple
AAPL
+$483K
5
WBA
Walgreens Boots Alliance
WBA
+$397K

Top Sells

1
+$2.33M
2
+$570K
3
+$247K
4
EIX icon
Edison International
EIX
+$210K
5
AMZN icon
Amazon
AMZN
+$191K

Sector Composition

1 Consumer Discretionary 13.7%
2 Technology 11.62%
3 Healthcare 6.84%
4 Industrials 6.56%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$774K 0.42%
3,476
+447
27
$770K 0.42%
2,957
+30
28
$765K 0.42%
1,454
+9
29
$739K 0.4%
8,453
+9
30
$729K 0.4%
4,284
+419
31
$717K 0.39%
5,134
+932
32
$716K 0.39%
1,626
+7
33
$712K 0.39%
2,993
34
$712K 0.39%
9,162
+61
35
$709K 0.39%
3,532
+262
36
$703K 0.38%
19,600
37
$693K 0.38%
8,292
+1,830
38
$685K 0.38%
2,963
-352
39
$681K 0.37%
3,805
-1
40
$676K 0.37%
1,647
+20
41
$664K 0.36%
1,251
+168
42
$637K 0.35%
4,520
+272
43
$633K 0.35%
896
44
$623K 0.34%
1,770
45
$612K 0.34%
1,463
+29
46
$593K 0.32%
18,298
+156
47
$563K 0.31%
2,359
-16
48
$519K 0.28%
935
49
$519K 0.28%
11,879
50
$512K 0.28%
2,660
+6
1
2
3 4 5