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
$183M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$818K
3
+$515K
4
AAPL icon
Apple
AAPL
+$483K
5
WBA
Walgreens Boots Alliance
WBA
+$397K

Top Sells

1
+$2.33M
2
+$570K
3
+$247K
4
EIX icon
Edison International
EIX
+$210K
5
AMZN icon
Amazon
AMZN
+$191K

Sector Composition

1 Consumer Discretionary 13.7%
2 Technology 11.62%
3 Healthcare 6.84%
4 Industrials 6.56%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.2%
+1,195
77
$362K 0.2%
2,777
+301
78
$361K 0.2%
4,578
+1,410
79
$360K 0.2%
1,595
+22
80
$359K 0.2%
2,969
-136
81
$358K 0.2%
7,022
+53
82
$357K 0.2%
+2,516
83
$355K 0.19%
6,364
+35
84
$355K 0.19%
7,830
85
$352K 0.19%
1,435
+10
86
$345K 0.19%
3,819
+297
87
$344K 0.19%
7,303
-3,951
88
$342K 0.19%
743
+7
89
$337K 0.18%
7,149
+190
90
$336K 0.18%
5,538
-2,733
91
$333K 0.18%
5,762
+38
92
$330K 0.18%
1,103
+3
93
$328K 0.18%
2,757
+63
94
$325K 0.18%
6,598
+511
95
$324K 0.18%
1,095
+95
96
$323K 0.18%
4,136
+197
97
$322K 0.18%
1,624
-555
98
$319K 0.17%
3,144
-2
99
$319K 0.17%
1,223
+5
100
$317K 0.17%
2,843
2 3
4
5 6