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
151
-863