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
$141M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$782K
3
+$538K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$363K
5
META icon
Meta Platforms (Facebook)
META
+$302K

Top Sells

1
+$1.48M
2
+$1.14M
3
+$750K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$592K
5
F icon
Ford
F
+$569K

Sector Composition

1 Consumer Discretionary 13.25%
2 Technology 11.26%
3 Healthcare 7.29%
4 Industrials 6.55%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$461K 0.33%
4,431
+238
52
$460K 0.33%
920
+8
53
$437K 0.31%
1,439
54
$437K 0.31%
11,656
-3
55
$430K 0.3%
4,126
-1
56
$418K 0.3%
2,236
-1
57
$413K 0.29%
7,892
58
$408K 0.29%
877
59
$400K 0.28%
1,203
60
$397K 0.28%
688
-13
61
$391K 0.28%
4,458
+2
62
$381K 0.27%
4,098
+893
63
$377K 0.27%
3,290
-39
64
$372K 0.26%
14,600
+2,720
65
$368K 0.26%
3,233
-921
66
$365K 0.26%
3,684
+45
67
$362K 0.26%
1,720
-4
68
$361K 0.26%
7,130
69
$355K 0.25%
3,622
+53
70
$353K 0.25%
4,500
-11
71
$348K 0.25%
6,872
+31
72
$347K 0.25%
2,096
+71
73
$332K 0.24%
1,165
74
$318K 0.23%
10,055
-719
75
$315K 0.22%
3,072
1 2
3
4 5