BWM
Baron Wealth Management Portfolio holdings
AUM $228M
AUM
$228M
AUM Growth
+$15.1M (+7%)
Cap. Flow
+$34.7M
Cap. Flow % of AUM
15.23%
Top 10 Holdings %Top 10 Hldgs %
57.82%
Holding
238
New
45
Increased
77
Reduced
74
Closed
28
Top Buys
| 1 | $12M | |
| 2 | $11.4M | |
| 3 | $833K | |
| 4 | $683K | |
| 5 | $494K |
Top Sells
| 1 | $1.61M | |
| 2 | $959K | |
| 3 | $958K | |
| 4 | $200K | |
| 5 | $198K |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Financials | 8.01% |
| 3 | Industrials | 7.85% |
| 4 | Consumer Discretionary | 7.39% |
| 5 | Healthcare | 5.76% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $122K | 0.05% | 23,514 | New | +$122K | |||
| $119K | 0.05% | 14,525 | New | +$119K | |||
| $119K | 0.05% | 11,889 | – | – | |||
| $116K | 0.05% | 12,436 | New | +$116K | |||
| $89.3K | 0.04% | 11,549 | New | +$89.3K | |||
| $85K | 0.04% | 10,959 -4,203 | -28% | -$32.6K | |||
| $81.3K | 0.04% | 10,700 | New | +$81.3K | |||
| $68.7K | 0.03% | 12,461 | New | +$68.7K | |||
| $58.7K | 0.03% | 15,829 | New | +$58.7K | |||
| $51.8K | 0.02% | 12,446 | – | – | |||
| $0 | 0% | 0 -23,056 | Closed | – | |||
| $0 | 0% | 0 -3,040 | Closed | – | |||
| $0 | 0% | 0 -1,382 | Closed | – | |||
| $0 | 0% | 0 -3,243 | Closed | – | |||
| $0 | 0% | 0 -24,032 | Closed | – | |||
| $0 | 0% | 0 -6,410 | Closed | – | |||
| $0 | 0% | 0 -2,746 | Closed | – | |||
| $0 | 0% | 0 -2,478 | Closed | – | |||
| $0 | 0% | 0 -2,939 | Closed | – | |||
| $0 | 0% | 0 -1,800 | Closed | – | |||
| $0 | 0% | 0 -2,506 | Closed | – | |||
| $0 | 0% | 0 -803 | Closed | – | |||
| $0 | 0% | 0 -1,609 | Closed | – | |||
| $0 | 0% | 0 -1,968 | Closed | – | |||
| $0 | 0% | 0 -1,811 | Closed | – |
