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
101
$282K 0.18%
5,452
-2,440
102
$274K 0.17%
6,908
+594
103
$266K 0.17%
2,109
+89
104
$264K 0.17%
6,231
105
$263K 0.17%
6,972
-268
106
$261K 0.17%
6,118
+571
107
$258K 0.16%
3,702
108
$258K 0.16%
2,822
+21
109
$255K 0.16%
1,209
+6
110
$254K 0.16%
1,371
-52
111
$248K 0.16%
1,726
-85
112
$247K 0.16%
+1,209
113
$246K 0.16%
1,000
114
$246K 0.16%
625
+29
115
$242K 0.15%
+2,246
116
$241K 0.15%
2,091
-237
117
$238K 0.15%
2,107
-67
118
$237K 0.15%
2,934
-594
119
$231K 0.15%
3,323
-53
120
$229K 0.15%
+1,677
121
$229K 0.15%
+2,050
122
$227K 0.14%
+695
123
$224K 0.14%
2,545
+21
124
$219K 0.14%
1,495
125
$215K 0.14%
1,596
+2
3 4
5
6 7