Baron WealthBuilder TA (BWBTX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
23.41
+0.01 (0.04%)
At close: Aug 26, 2026
BWBTX Holdings Information
BWBTX is a mutual fund with a total of 19 individual holdings.
Total Holdings
19
Top 10 Percentage
79.01%
Asset Class
n/a
Fund Category
Allocation--85%+ Equity
Assets
555.48M
Forward PE Ratio
22.67
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | BPTIX | Baron Partners Fund Institutional Shares | 14.94% |
| 2 | BSFIX | Baron Small Cap Fund Institutional Class | 12.60% |
| 3 | BGRIX | Baron Generational Growth Fund Institutional Shares | 11.85% |
| 4 | BARIX | Baron Asset Fund Institutional Class | 10.30% |
| 5 | BFGIX | Baron Focused Growth Fund Institutional Shares | 6.79% |
| 6 | BREIX | Baron Real Estate Fund Institutional Shares | 5.71% |
| 7 | BDFIX | Baron Discovery Fund Institutional Shares | 4.52% |
| 8 | BGAIX | Baron Global Opportunity Fund Institutional Shares | 4.17% |
| 9 | BIOIX | Baron Opportunity Fund Institutional Class | 4.09% |
| 10 | BFTIX | Baron Fifth Avenue Growth Fund Institutional Class | 4.05% |
| 11 | BDAIX | Baron Durable Advantage Fund Institutional Shares | 3.94% |
| 12 | BHCHX | Baron Health Care Fund Institutional Shares | 3.18% |
| 13 | BINIX | Baron International Growth Fund Institutional Shares | 3.11% |
| 14 | BRIIX | Baron Real Estate Income Fund Institutional Shares | 2.67% |
| 15 | BEXIX | Baron Emerging Markets Fund Institutional Shares | 2.62% |
| 16 | BCSM | Baron SMID Cap ETF | 2.13% |
| 17 | BCFN | Baron Financials ETF | 2.04% |
| 18 | BCTK | Baron Technology ETF | 1.33% |
| 19 | n/a | Usd | -0.03% |
As of Jun 30, 2026