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
51
$510K 0.28%
4,396
+373
52
$504K 0.28%
4,845
+532
53
$500K 0.27%
2,236
54
$486K 0.27%
2,090
+2
55
$480K 0.26%
7,092
+1,014
56
$477K 0.26%
1,525
+116
57
$466K 0.26%
5,535
+978
58
$463K 0.25%
6,915
59
$457K 0.25%
6,643
+401
60
$449K 0.25%
10,243
+1,989
61
$445K 0.24%
1,227
62
$437K 0.24%
3,309
-1
63
$435K 0.24%
1,221
+119
64
$431K 0.24%
6,543
+308
65
$426K 0.23%
3,867
-150
66
$422K 0.23%
4,497
+340
67
$418K 0.23%
4,482
+20
68
$412K 0.23%
4,293
+49
69
$400K 0.22%
1,130
+10
70
$397K 0.22%
+15,209
71
$397K 0.22%
6,362
-9,133
72
$387K 0.21%
7,670
+1,316
73
$381K 0.21%
870
74
$378K 0.21%
1,915
-44
75
$377K 0.21%
5,594
+322
1 2
3
4 5