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
$158M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.1M
3
+$618K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$429K
5
SCHW icon
Charles Schwab
SCHW
+$347K

Top Sells

1
+$808K
2
+$527K
3
+$336K
4
ETN icon
Eaton
ETN
+$288K
5
BL icon
BlackLine
BL
+$249K

Sector Composition

1 Consumer Discretionary 12.07%
2 Technology 11.36%
3 Industrials 7.04%
4 Healthcare 7.02%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.22%
+6,124
77
$345K 0.22%
2,006
+611
78
$341K 0.22%
8,213
+96
79
$338K 0.21%
4,729
+571
80
$336K 0.21%
3,260
+27
81
$335K 0.21%
983
+6
82
$335K 0.21%
5,541
+106
83
$326K 0.21%
6,033
+128
84
$325K 0.21%
1,915
+195
85
$321K 0.2%
2,877
86
$320K 0.2%
2,935
87
$315K 0.2%
892
+7
88
$315K 0.2%
3,097
+25
89
$310K 0.2%
5,760
+58
90
$309K 0.2%
3,767
+7
91
$305K 0.19%
2,753
+55
92
$304K 0.19%
779
+2
93
$303K 0.19%
1,232
+123
94
$300K 0.19%
2,683
+11
95
$299K 0.19%
3,120
96
$298K 0.19%
870
97
$298K 0.19%
1,545
+27
98
$292K 0.19%
5,565
+69
99
$290K 0.18%
969
+6
100
$287K 0.18%
7,723
-352
2 3
4
5 6