BWM
Bosman Wealth Management Portfolio holdings
AUM
$114M
1-Year Est. Return
63.12%
This Fund
S&P 500
1 Year Est. Return
+63.12%
AUM
$114M
AUM Growth
-$8.13M
(-6.7%)
Holding
66
Top Buys
| 1 | +$6.52M | |
| 2 | +$4.12M | |
| 3 | +$3.13M | |
| 4 |
Liberty Energy
LBRT
|
+$2.93M |
| 5 |
Bloom Energy
BE
|
+$1.57M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$3.57M | |
| 3 | +$3.04M | |
| 4 |
Applovin
APP
|
+$2.86M |
| 5 |
Sanmina
SANM
|
+$2.35M |
Sector Composition
| 1 | Technology | 43.53% |
| 2 | Energy | 14.94% |
| 3 | Communication Services | 10.38% |
| 4 | Industrials | 9.89% |
| 5 | Consumer Discretionary | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Palantir
PLTR
$325B
| $11M | 9.72% |
75,490
-7,862
|
|
||
2
Alphabet (Google) Class A
GOOGL
$4.46T
| $8.69M | 7.65% |
30,215
+250
|
|
||
3
NVIDIA
NVDA
$4.97T
| $8.38M | 7.38% |
48,076
-1,147
|
|
||
4
TechnipFMC
FTI
$26.6B
| $8.27M | 7.28% |
119,679
-1,015
|
|
||
5
Micron Technology
MU
$974B
| $5.63M | 4.95% |
+16,654
|
|
||
6
SPDR Gold Trust
GLD
$143B
| $5.38M | 4.73% |
12,502
+451
|
|
||
7
Marvell Technology
MRVL
$230B
| $4.86M | 4.27% |
+49,040
|
|
||
8
Amazon
AMZN
$2.65T
| $4.74M | 4.17% |
22,773
+767
|
|
||
9
GE Vernova
GEV
$251B
| $4.15M | 3.65% |
4,753
+202
|
|
||
10
Microsoft
MSFT
$3.1T
| $3.95M | 3.48% |
10,671
+497
|
|
||
11
Broadcom
AVGO
$1.83T
| $3.84M | 3.38% |
12,408
-1,040
|
|
||
12
iShares Bitcoin Trust
IBIT
$47.9B
| $3.5M | 3.08% |
91,154
+4,817
|
|
||
13
SLB Ltd
SLB
$82B
| $3.31M | 2.92% |
+64,467
|
|
||
|
14
Liberty Energy
LBRT
$4.64B
| $3.31M | 2.91% |
+114,897
|
|
||
15
Meta Platforms (Facebook)
META
$1.51T
| $3.1M | 2.73% |
5,427
-385
|
|
||
16
Comfort Systems
FIX
$64.9B
| $2.66M | 2.34% |
1,927
-147
|
|
||
17
Arista Networks
ANET
$194B
| $2.33M | 2.05% |
19,009
+961
|
|
||
18
Apple
AAPL
$4.51T
| $1.94M | 1.71% |
7,649
-85
|
|
||
19
Tesla
TSLA
$1.47T
| $1.65M | 1.46% |
4,448
+344
|
|
||
|
CRWV
20
CoreWeave Inc
CRWV
$54.8B
| $1.58M | 1.39% |
20,391
-3,546
|
|
||
21
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $1.55M | 1.37% |
14,051
-150
|
|
||
22
Constellation Energy
CEG
$91B
| $1.5M | 1.32% |
5,380
-449
|
|
||
|
23
Bloom Energy
BE
$75B
| $1.45M | 1.28% |
+10,693
|
|
||
24
Deckers Outdoor
DECK
$15B
| $1.26M | 1.11% |
12,629
-620
|
|
||
25
Magnolia Oil & Gas
MGY
$5.09B
| $1.23M | 1.08% |
39,039
-3,216
|
|