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
$193M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$798K
3
+$683K
4
F icon
Ford
F
+$674K
5
TSLA icon
Tesla
TSLA
+$598K

Top Sells

1
+$507K
2
+$391K
3
+$389K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$359K
5
CMA icon
Comerica
CMA
+$351K

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 9.73%
3 Industrials 6.87%
4 Healthcare 6.35%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$226K 0.12%
+1,327
152
$225K 0.12%
+151
153
$222K 0.12%
5,714
154
$220K 0.11%
5,341
+96
155
$218K 0.11%
846
-272
156
$218K 0.11%
901
-5
157
$216K 0.11%
1,447
-551
158
$215K 0.11%
+2,581
159
$214K 0.11%
1,565
-351
160
$213K 0.11%
893
+25
161
$209K 0.11%
+879
162
$209K 0.11%
511
163
$207K 0.11%
462
+1
164
$207K 0.11%
474
165
$206K 0.11%
1,290
-29
166
$205K 0.11%
+1,776
167
$205K 0.11%
+3,040
168
$204K 0.11%
+2,318
169
$203K 0.11%
+1,200
170
$203K 0.11%
614
-112
171
$203K 0.11%
996
-5
172
$202K 0.1%
+3,451
173
$201K 0.1%
+897
174
$201K 0.1%
+2,162
175
$178K 0.09%
10,246
-42
4 5 6
7
8