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
126
$217K 0.14%
3,815
+230
127
$215K 0.14%
2,091
128
$213K 0.14%
+396
129
$210K 0.13%
3,323
130
$209K 0.13%
+3,760
131
$206K 0.13%
2,214
+31
132
$202K 0.13%
587
133
$200K 0.13%
10,955
+717
134
$198K 0.13%
23,805
+11,207
135
$170K 0.11%
21,057
+1,113
136
$97.6K 0.06%
25,948
-1,021
137
$88.7K 0.06%
34,399
+1,744
138
$69.9K 0.04%
+10,446
139
$21.4K 0.01%
963
+63
140
– –
-14,600
141
– –
-2,822
142
– –
-2,050
143
– –
-1,915
144
– –
-1,726
145
– –
-2,976
146
– –
-1,000
147
– –
-2,637
148
– –
-1,903
149
– –
-718
150
– –
-2,545
3 4 5
6
7