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
101
$313K 0.17%
2,877
102
$310K 0.17%
3,120
103
$309K 0.17%
1,999
+219
104
$307K 0.17%
3,723
+21
105
$303K 0.17%
1,468
-1
106
$303K 0.17%
5,772
+165
107
$301K 0.16%
1,940
+250
108
$297K 0.16%
641
-20
109
$295K 0.16%
2,705
+614
110
$295K 0.16%
+4,390
111
$293K 0.16%
5,901
+192
112
$293K 0.16%
+1,147
113
$291K 0.16%
4,267
+452
114
$291K 0.16%
3,782
+850
115
$287K 0.16%
2,252
+6
116
$287K 0.16%
+1,368
117
$284K 0.16%
634
-18
118
$281K 0.15%
+578
119
$281K 0.15%
2,115
+6
120
$278K 0.15%
12,915
+899
121
$278K 0.15%
+2,045
122
$274K 0.15%
+2,039
123
$273K 0.15%
640
+17
124
$273K 0.15%
1,097
+12
125
$273K 0.15%
1,127
-6
3 4
5
6 7