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
126
$272K 0.15%
12,325
+1,370
127
$270K 0.15%
987
+5
128
$265K 0.15%
7,337
-2,197
129
$265K 0.15%
1,495
130
$260K 0.14%
2,314
+100
131
$259K 0.14%
+3,038
132
$256K 0.14%
+13,510
133
$255K 0.14%
1,503
+89
134
$254K 0.14%
+1,175
135
$251K 0.14%
+3,478
136
$249K 0.14%
2,410
-378
137
$248K 0.14%
906
138
$248K 0.14%
3,449
139
$247K 0.14%
1,920
-216
140
$244K 0.13%
511
+2
141
$243K 0.13%
1,624
+4
142
$243K 0.13%
+495
143
$237K 0.13%
407
+11
144
$237K 0.13%
+10,288
145
$235K 0.13%
3,760
146
$233K 0.13%
+2,398
147
$229K 0.13%
+5,290
148
$226K 0.12%
+671
149
$224K 0.12%
+3,725
150
$221K 0.12%
2,948
+13
4 5
6
7 8