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
$157M
AUM Growth
-$882K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$697K
3
+$680K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$620K
5
MCK icon
McKesson
MCK
+$287K

Top Sells

1
+$691K
2
+$394K
3
+$325K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$322K
5
VZ icon
Verizon
VZ
+$287K

Sector Composition

1 Consumer Discretionary 14.88%
2 Technology 10.33%
3 Healthcare 6.69%
4 Industrials 6.19%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.22%
870
77
$343K 0.22%
6,242
+118
78
$342K 0.22%
6,354
+902
79
$341K 0.22%
1,959
-47
80
$336K 0.21%
1,120
-100
81
$335K 0.21%
6,969
+50
82
$328K 0.21%
4,557
+900
83
$327K 0.21%
1,573
+28
84
$322K 0.21%
3,120
85
$319K 0.2%
3,146
+49
86
$311K 0.2%
2,694
+11
87
$306K 0.2%
5,709
-51
88
$304K 0.19%
3,939
+172
89
$302K 0.19%
5,724
-309
90
$301K 0.19%
1,100
-65
91
$299K 0.19%
5,607
+42
92
$297K 0.19%
2,877
93
$295K 0.19%
6,959
+51
94
$290K 0.19%
1,425
+216
95
$287K 0.18%
+661
96
$287K 0.18%
736
-43
97
$285K 0.18%
3,522
-684
98
$285K 0.18%
2,246
99
$285K 0.18%
1,133
-99
100
$284K 0.18%
3,702
2 3
4
5 6