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
101
$257K 0.18%
2,698
102
$256K 0.18%
1,203
+113
103
$254K 0.18%
1,594
-94
104
$251K 0.18%
1,109
+94
105
$249K 0.18%
3,708
106
$248K 0.18%
2,328
-142
107
$243K 0.17%
2,935
108
$239K 0.17%
3,702
109
$238K 0.17%
3,376
+63
110
$237K 0.17%
+870
111
$232K 0.16%
+1,395
112
$229K 0.16%
1,000
113
$228K 0.16%
798
-69
114
$228K 0.16%
2,020
-798
115
$227K 0.16%
2,174
+16
116
$226K 0.16%
3,151
-245
117
$222K 0.16%
3,496
118
$219K 0.15%
+863
119
$217K 0.15%
596
-5
120
$214K 0.15%
+1,495
121
$211K 0.15%
509
122
$209K 0.15%
+1,025
123
$207K 0.15%
5,547
-228
124
$207K 0.15%
+8,567
125
$207K 0.15%
+1,884
2 3 4
5
6