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
51
$482K 0.31%
4,023
+18
52
$474K 0.3%
8,271
-34
53
$449K 0.29%
2,236
54
$444K 0.28%
4,017
+129
55
$443K 0.28%
11,879
+164
56
$435K 0.28%
2,088
-332
57
$432K 0.28%
6,915
-966
58
$409K 0.26%
935
+11
59
$401K 0.26%
6,235
+694
60
$394K 0.25%
3,105
-202
61
$387K 0.25%
4,244
+90
62
$387K 0.25%
3,310
+50
63
$386K 0.25%
9,534
-2,204
64
$386K 0.25%
1,102
+119
65
$384K 0.24%
1,409
+10
66
$381K 0.24%
1,469
+22
67
$375K 0.24%
4,313
+199
68
$373K 0.24%
7,830
69
$369K 0.24%
4,157
-148
70
$369K 0.24%
2,179
+52
71
$368K 0.24%
6,078
+18
72
$366K 0.23%
8,254
+41
73
$365K 0.23%
1,227
+18
74
$364K 0.23%
4,462
+2
75
$357K 0.23%
5,272
+543
1 2
3
4 5