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
151
$221K 0.12%
+572
152
$220K 0.12%
26,753
+2,948
153
$218K 0.12%
23,927
+2,870
154
$218K 0.12%
+2,885
155
$217K 0.12%
+733
156
$217K 0.12%
481
-106
157
$214K 0.12%
+1,937
158
$214K 0.12%
+457
159
$214K 0.12%
+1,390
160
$213K 0.12%
+2,863
161
$211K 0.12%
+1,505
162
$211K 0.12%
+5,713
163
$211K 0.12%
+3,665
164
$210K 0.11%
+1,355
165
$209K 0.11%
+469
166
$207K 0.11%
+1,480
167
$207K 0.11%
+7,923
168
$202K 0.11%
+1,914
169
$201K 0.11%
+1,412
170
$201K 0.11%
+1,573
171
$201K 0.11%
+3,289
172
$201K 0.11%
+1,387
173
$125K 0.07%
30,220
+4,272
174
$107K 0.06%
38,362
+3,963
175
$86.5K 0.05%
12,446
+2,000
4 5 6
7
8