BWM

Baron Wealth Management Portfolio holdings

AUM $302M
1-Year Est. Return 20.04%
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$329K
3
+$310K
4
XOM icon
Exxon Mobil
XOM
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$272K

Top Sells

1
+$635K
2
+$440K
3
+$397K
4
KTB icon
Kontoor Brands
KTB
+$397K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 12.22%
2 Consumer Discretionary 9.6%
3 Healthcare 7.09%
4 Industrials 6.67%
5 Financials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$232K 0.12%
511
152
$232K 0.12%
10,808
-2,107
153
$232K 0.12%
13,510
154
$230K 0.12%
+1,001
155
$229K 0.12%
+585
156
$228K 0.12%
1,289
-101
157
$228K 0.12%
1,319
-161
158
$228K 0.12%
940
-47
159
$227K 0.12%
26,753
160
$227K 0.12%
474
+17
161
$226K 0.12%
3,580
+291
162
$223K 0.12%
5,714
+1
163
$220K 0.12%
+5,245
164
$220K 0.12%
461
-20
165
$218K 0.12%
1,503
-2
166
$218K 0.12%
1,348
-7
167
$217K 0.12%
+868
168
$217K 0.12%
+564
169
$216K 0.11%
1,412
170
$213K 0.11%
+1,372
171
$211K 0.11%
2,885
172
$210K 0.11%
+1,796
173
$205K 0.11%
727
-6
174
$202K 0.11%
10,288
175
$201K 0.11%
469
4 5 6
7
8