BWM
Baron Wealth Management Portfolio holdings
AUM $228M
AUM
$228M
AUM Growth
+$15.1M (+7%)
Cap. Flow
+$34.7M
Cap. Flow % of AUM
15.23%
Top 10 Holdings %Top 10 Hldgs %
57.82%
Holding
238
New
45
Increased
77
Reduced
74
Closed
28
Top Buys
| 1 | $12M | |
| 2 | $11.4M | |
| 3 | $833K | |
| 4 | $683K | |
| 5 | $494K |
Top Sells
| 1 | $1.61M | |
| 2 | $959K | |
| 3 | $958K | |
| 4 | $200K | |
| 5 | $198K |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Financials | 8.01% |
| 3 | Industrials | 7.85% |
| 4 | Consumer Discretionary | 7.39% |
| 5 | Healthcare | 5.76% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $501K | 0.22% | 6,981 +2,145 | +44% | +$154K | |||
| $492K | 0.22% | 32,049 +13,369 | +72% | +$205K | |||
| $487K | 0.21% | 2,323 -325 | -12% | -$68.1K | |||
| $467K | 0.21% | 2,814 -54 | -2% | -$8.96K | |||
| $457K | 0.2% | 1,228 +119 | +11% | +$44.3K | |||
| $455K | 0.2% | 7,584 +3,690 | +95% | +$221K | |||
| $455K | 0.2% | 1,695 +92 | +6% | +$24.7K | |||
| $451K | 0.2% | 6,155 -2,055 | -25% | -$151K | |||
| $450K | 0.2% | 3,061 +158 | +5% | +$23.2K | |||
| $435K | 0.19% | 1,319 +126 | +11% | +$41.6K | |||
| $434K | 0.19% | 2,508 -19 | -0.8% | -$3.29K | |||
| $430K | 0.19% | 4,389 | – | – | |||
| $429K | 0.19% | 35,969 +16,422 | +84% | +$196K | |||
| $416K | 0.18% | 1,857 -69 | -4% | -$15.4K | |||
| $414K | 0.18% | 3,123 -60 | -2% | -$7.95K | |||
| $410K | 0.18% | 16,143 +3,081 | +24% | +$78.2K | |||
| $396K | 0.17% | 5,589 -184 | -3% | -$13K | |||
| $393K | 0.17% | 12,612 -97 | -0.8% | -$3.02K | |||
| $389K | 0.17% | 7,123 -154 | -2% | -$8.42K | |||
| $387K | 0.17% | 1,637 +228 | +16% | +$53.9K | |||
| $381K | 0.17% | 2,278 +396 | +21% | +$66.3K | |||
| $380K | 0.17% | 1,835 +561 | +44% | +$116K | |||
| $379K | 0.17% | 3,104 +242 | +8% | +$29.5K | |||
| $372K | 0.16% | 664 +17 | +3% | +$9.53K | |||
| $370K | 0.16% | 1,168 -43 | -4% | -$13.6K |
