BWM

Baron Wealth Management Portfolio holdings

AUM $302M
1-Year Est. Return 20.04%
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$329K
3
+$310K
4
XOM icon
Exxon Mobil
XOM
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$272K

Top Sells

1
+$635K
2
+$440K
3
+$397K
4
KTB icon
Kontoor Brands
KTB
+$397K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 12.22%
2 Consumer Discretionary 9.6%
3 Healthcare 7.09%
4 Industrials 6.67%
5 Financials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$550K 0.29%
11,879
52
$526K 0.28%
1,481
-44
53
$513K 0.27%
1,221
54
$509K 0.27%
870
55
$504K 0.27%
934
-1
56
$496K 0.26%
3,649
-1,196
57
$496K 0.26%
4,056
+237
58
$483K 0.26%
2,652
+712
59
$483K 0.26%
2,966
+1,342
60
$483K 0.26%
1,195
61
$482K 0.26%
7,940
+2,160
62
$480K 0.25%
6,631
-12
63
$456K 0.24%
5,832
-1,260
64
$455K 0.24%
4,487
-10
65
$452K 0.24%
1,410
+263
66
$446K 0.24%
1,722
+127
67
$439K 0.23%
6,543
68
$426K 0.23%
1,227
69
$422K 0.22%
4,485
+3
70
$419K 0.22%
7,110
-39
71
$418K 0.22%
6,952
+1,180
72
$411K 0.22%
740
-3
73
$410K 0.22%
5,383
-1,532
74
$405K 0.21%
6,331
+793
75
$401K 0.21%
1,095
1 2
3
4 5