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
51
$496K 0.32%
883
+6
52
$483K 0.31%
1,186
-60
53
$473K 0.3%
7,881
-498
54
$465K 0.3%
1,447
+8
55
$464K 0.29%
924
+4
56
$463K 0.29%
2,236
57
$429K 0.27%
+3,888
58
$415K 0.26%
4,114
+16
59
$415K 0.26%
4,005
+321
60
$412K 0.26%
4,154
+28
61
$410K 0.26%
1,399
+601
62
$399K 0.25%
1,209
+6
63
$397K 0.25%
2,127
+31
64
$394K 0.25%
14,600
65
$387K 0.25%
11,738
+1,683
66
$381K 0.24%
4,460
+2
67
$379K 0.24%
7,830
+700
68
$378K 0.24%
3,307
+17
69
$376K 0.24%
4,206
-689
70
$365K 0.23%
4,305
-195
71
$358K 0.23%
3,657
+35
72
$355K 0.23%
1,165
73
$350K 0.22%
1,220
-205
74
$349K 0.22%
6,060
+172
75
$347K 0.22%
6,919
+47