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 | |
|---|---|---|---|---|---|---|---|
| $649K | 0.29% | 3,254 +6 | +0.2% | +$1.2K | |||
| $641K | 0.28% | 10,384 -385 | -4% | -$23.8K | |||
| $626K | 0.27% | 2,419 +3 | +0.1% | +$776 | |||
| $624K | 0.27% | 2,067 +184 | +10% | +$55.6K | |||
| $618K | 0.27% | 7,795 -496 | -6% | -$39.3K | |||
| $609K | 0.27% | 21,242 +1,267 | +6% | +$36.3K | |||
| $606K | 0.27% | 2,236 | – | – | |||
| $588K | 0.26% | 2,224 +532 | +31% | +$141K | |||
| $587K | 0.26% | 2,536 -101 | -4% | -$23.4K | |||
| $579K | 0.25% | 2,823 -137 | -5% | -$28.1K | |||
| $573K | 0.25% | 3,713 +75 | +2% | +$11.6K | |||
| $572K | 0.25% | 2,256 +1,092 | +94% | +$277K | |||
| $561K | 0.25% | 4,810 +261 | +6% | +$30.5K | |||
| $559K | 0.25% | 1,124 -102 | -8% | -$50.8K | |||
| $550K | 0.24% | 954 +302 | +46% | +$174K | |||
| $535K | 0.23% | 12,816 -742 | -5% | -$31K | |||
| $531K | 0.23% | 3,075 +18 | +0.6% | +$3.11K | |||
| $525K | 0.23% | 5,236 -116 | -2% | -$11.6K | |||
| $524K | 0.23% | 4,716 +573 | +14% | +$63.7K | |||
| $524K | 0.23% | 9,699 -174 | -2% | -$9.4K | |||
| $523K | 0.23% | 1,674 -16 | -1% | -$5K | |||
| $518K | 0.23% | 627 +87 | +16% | +$71.9K | |||
| $512K | 0.23% | 7,199 -180 | -2% | -$12.8K | |||
| $512K | 0.22% | 76,390 +40,555 | +113% | +$272K | |||
| $508K | 0.22% | 2,474 -265 | -10% | -$54.5K |
