BWM

Bosman Wealth Management Portfolio holdings

AUM $113M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.54M
3
+$3.18M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.15M
5
URBN icon
Urban Outfitters
URBN
+$3.04M

Top Sells

1
+$4.15M
2
+$3.85M
3
+$3.15M
4
APP icon
Applovin
APP
+$3.13M
5
OWL icon
Blue Owl Capital
OWL
+$2.74M

Sector Composition

1 Technology 49.79%
2 Consumer Discretionary 16.63%
3 Communication Services 11.5%
4 Industrials 6.59%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$423B
$12.4M 11.02%
91,011
-30,450
NVDA icon
2
NVIDIA
NVDA
$4.46T
$7.71M 6.85%
48,773
-14,285
CRWD icon
3
CrowdStrike
CRWD
$122B
$6.1M 5.42%
11,970
-3,911
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.06T
$5.88M 5.22%
33,362
+5,663
CYBR icon
5
CyberArk
CYBR
$24.8B
$5.63M 5%
13,834
-3,149
FTI icon
6
TechnipFMC
FTI
$14.8B
$5.13M 4.56%
149,008
-31,115
MSFT icon
7
Microsoft
MSFT
$3.82T
$4.89M 4.34%
9,833
+5,335
SPOT icon
8
Spotify
SPOT
$138B
$4.27M 3.8%
5,569
+5,149
AMZN icon
9
Amazon
AMZN
$2.27T
$4.13M 3.67%
18,847
-1,952
NOW icon
10
ServiceNow
NOW
$188B
$4.02M 3.57%
3,908
-1,234
FOUR icon
11
Shift4
FOUR
$5.07B
$3.55M 3.15%
35,779
-8,019
UBER icon
12
Uber
UBER
$192B
$3.54M 3.14%
+37,935
IBIT icon
13
iShares Bitcoin Trust
IBIT
$81.5B
$3.5M 3.11%
57,218
+20,228
AVGO icon
14
Broadcom
AVGO
$1.65T
$3.18M 2.82%
+11,530
SHV icon
15
iShares Short Treasury Bond ETF
SHV
$20.7B
$3.15M 2.8%
+28,499
URBN icon
16
Urban Outfitters
URBN
$6B
$3.04M 2.7%
+41,840
AXON icon
17
Axon Enterprise
AXON
$52.7B
$2.83M 2.51%
3,417
-1,994
META icon
18
Meta Platforms (Facebook)
META
$1.8T
$2.79M 2.48%
+3,785
MELI icon
19
Mercado Libre
MELI
$103B
$2.62M 2.32%
1,001
+470
TOST icon
20
Toast
TOST
$21.9B
$2.41M 2.14%
+54,455
SN icon
21
SharkNinja
SN
$13.3B
$2.39M 2.12%
24,125
-26,099
DASH icon
22
DoorDash
DASH
$112B
$2.32M 2.06%
+9,423
GEV icon
23
GE Vernova
GEV
$163B
$2.24M 1.99%
+4,227
DECK icon
24
Deckers Outdoor
DECK
$14.8B
$1.92M 1.71%
18,668
+2,819
FIX icon
25
Comfort Systems
FIX
$29.2B
$1.79M 1.59%
3,342
-5,867
1
2 3