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
$141M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$782K
3
+$538K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$363K
5
META icon
Meta Platforms (Facebook)
META
+$302K

Top Sells

1
+$1.48M
2
+$1.14M
3
+$750K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$592K
5
F icon
Ford
F
+$569K

Sector Composition

1 Consumer Discretionary 13.25%
2 Technology 11.26%
3 Healthcare 7.29%
4 Industrials 6.55%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.22%
8,075
+278
77
$313K 0.22%
5,435
+99
78
$310K 0.22%
5,702
-101
79
$308K 0.22%
8,117
+125
80
$306K 0.22%
2,672
+10
81
$302K 0.21%
+1,425
82
$302K 0.21%
977
+27
83
$297K 0.21%
3,120
84
$297K 0.21%
5,888
+347
85
$296K 0.21%
+885
86
$295K 0.21%
5,905
+268
87
$295K 0.21%
1,518
+44
88
$289K 0.2%
+4,158
89
$288K 0.2%
1,683
-52
90
$282K 0.2%
2,877
91
$281K 0.2%
3,528
-834
92
$277K 0.2%
963
+11
93
$271K 0.19%
7,240
+33
94
$271K 0.19%
+6,231
95
$270K 0.19%
5,496
+168
96
$265K 0.19%
3,760
+82
97
$262K 0.19%
6,314
+183
98
$261K 0.18%
777
+11
99
$260K 0.18%
1,811
+275
100
$259K 0.18%
1,423
+30
2 3
4
5 6