BWM

Bosman Wealth Management Portfolio holdings

AUM $129M
1-Year Est. Return 70.45%
This Quarter Est. Return
1 Year Est. Return
+70.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.31M
3
+$1.13M
4
AMD icon
Advanced Micro Devices
AMD
+$899K
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$797K

Top Sells

1
+$3.55M
2
+$986K
3
+$382K
4
CYBR icon
CyberArk
CYBR
+$372K
5
PLTR icon
Palantir
PLTR
+$341K

Sector Composition

1 Technology 46.74%
2 Consumer Discretionary 15.84%
3 Communication Services 12.25%
4 Industrials 7.02%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$424B
$16.3M 12.6%
89,141
-1,870
NVDA icon
2
NVIDIA
NVDA
$4.46T
$9.21M 7.14%
49,359
+586
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.82T
$8.07M 6.25%
33,179
-183
IBIT icon
4
iShares Bitcoin Trust
IBIT
$71.9B
$6.74M 5.23%
103,759
+46,541
CYBR icon
5
CyberArk
CYBR
$23.8B
$6.31M 4.89%
13,064
-770
CRWD icon
6
CrowdStrike
CRWD
$129B
$6.2M 4.8%
12,635
+665
MSFT icon
7
Microsoft
MSFT
$3.57T
$5.08M 3.94%
9,817
-16
FTI icon
8
TechnipFMC
FTI
$18.8B
$4.89M 3.79%
124,016
-24,992
AMZN icon
9
Amazon
AMZN
$2.45T
$4.89M 3.79%
22,273
+3,426
AVGO icon
10
Broadcom
AVGO
$1.8T
$4.19M 3.25%
12,714
+1,184
UBER icon
11
Uber
UBER
$189B
$3.93M 3.05%
40,104
+2,169
META icon
12
Meta Platforms (Facebook)
META
$1.67T
$3.9M 3.03%
5,317
+1,532
SPOT icon
13
Spotify
SPOT
$116B
$3.84M 2.98%
5,501
-68
URBN icon
14
Urban Outfitters
URBN
$6.79B
$3.61M 2.8%
50,552
+8,712
NOW icon
15
ServiceNow
NOW
$174B
$3.21M 2.49%
3,493
-415
AXON icon
16
Axon Enterprise
AXON
$43.4B
$2.96M 2.29%
4,124
+707
SHV icon
17
iShares Short Treasury Bond ETF
SHV
$20.7B
$2.91M 2.25%
26,313
-2,186
DASH icon
18
DoorDash
DASH
$95.3B
$2.84M 2.2%
10,448
+1,025
GEV icon
19
GE Vernova
GEV
$171B
$2.82M 2.19%
4,593
+366
FIX icon
20
Comfort Systems
FIX
$35.4B
$2.61M 2.02%
3,160
-182
MELI icon
21
Mercado Libre
MELI
$109B
$2.31M 1.79%
987
-14
SN icon
22
SharkNinja
SN
$15B
$2.27M 1.76%
21,968
-2,157
AAPL icon
23
Apple
AAPL
$4.15T
$1.97M 1.53%
7,736
TOST icon
24
Toast
TOST
$20.7B
$1.88M 1.46%
51,622
-2,833
GLD icon
25
SPDR Gold Trust
GLD
$141B
$1.82M 1.41%
5,123
+296
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