BWM

Baron Wealth Management Portfolio holdings

AUM $302M
1-Year Est. Return 20.04%
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$329K
3
+$310K
4
XOM icon
Exxon Mobil
XOM
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$272K

Top Sells

1
+$635K
2
+$440K
3
+$397K
4
KTB icon
Kontoor Brands
KTB
+$397K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 12.22%
2 Consumer Discretionary 9.6%
3 Healthcare 7.09%
4 Industrials 6.67%
5 Financials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.21%
5,887
+293
77
$398K 0.21%
2,001
+533
78
$395K 0.21%
1,103
79
$394K 0.21%
5,748
-14
80
$392K 0.21%
3,193
+436
81
$392K 0.21%
7,849
+179
82
$391K 0.21%
4,900
+322
83
$390K 0.21%
1,999
84
$390K 0.21%
4,263
-30
85
$390K 0.21%
5,251
+1,526
86
$388K 0.21%
3,038
+69
87
$369K 0.2%
2,843
88
$368K 0.2%
7,330
-500
89
$362K 0.19%
2,777
90
$359K 0.19%
3,246
-621
91
$358K 0.19%
2,786
+376
92
$355K 0.19%
7,022
93
$353K 0.19%
1,435
94
$351K 0.19%
6,390
+26
95
$351K 0.19%
2,247
+202
96
$346K 0.18%
445
+38
97
$346K 0.18%
2,541
-768
98
$345K 0.18%
4,138
+2
99
$341K 0.18%
3,120
100
$340K 0.18%
706
+66
2 3
4
5 6