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
101
$278K 0.18%
982
+13
102
$277K 0.18%
906
+14
103
$273K 0.17%
1,000
104
$271K 0.17%
+1,085
105
$270K 0.17%
2,476
-277
106
$270K 0.17%
+3,449
107
$263K 0.17%
6,329
+98
108
$257K 0.16%
+2,843
109
$254K 0.16%
2,788
-146
110
$252K 0.16%
1,690
+94
111
$250K 0.16%
2,935
112
$249K 0.16%
6,087
-31
113
$247K 0.16%
623
-2
114
$244K 0.16%
652
-43
115
$241K 0.15%
+12,016
116
$240K 0.15%
1,414
+43
117
$238K 0.15%
2,109
118
$235K 0.15%
2,136
+29
119
$233K 0.15%
1,218
+9
120
$230K 0.15%
1,780
+103
121
$223K 0.14%
+1,620
122
$223K 0.14%
509
123
$221K 0.14%
3,168
+172
124
$219K 0.14%
2,932
125
$218K 0.14%
1,495
3 4
5
6 7