BWM

Bosman Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 39.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.68M
3
+$2.65M
4
VST icon
Vistra
VST
+$2.56M
5
ANET icon
Arista Networks
ANET
+$2.48M

Top Sells

1
+$3.61M
2
+$3M
3
+$2.67M
4
SN icon
SharkNinja
SN
+$2.27M
5
NOW icon
ServiceNow
NOW
+$2.19M

Sector Composition

1 Technology 46.87%
2 Communication Services 14.17%
3 Consumer Discretionary 8.65%
4 Industrials 5.95%
5 Energy 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$314B
$1.4M 1.15%
6,524
+965
DECK icon
27
Deckers Outdoor
DECK
$14.8B
$1.37M 1.13%
13,249
-3,248
SPOT icon
28
Spotify
SPOT
$116B
$1.18M 0.97%
2,030
-3,471
CIFR icon
29
Cipher Digital Inc. Common Stock
CIFR
$5.52B
$1.04M 0.86%
+70,767
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$681B
$1.03M 0.85%
1,511
AXON icon
31
Axon Enterprise
AXON
$46.1B
$1.03M 0.84%
1,809
-2,315
IREN icon
32
Iris Energy
IREN
$12.2B
$954K 0.78%
+25,256
MGY icon
33
Magnolia Oil & Gas
MGY
$5.29B
$925K 0.76%
42,255
-744
MELI icon
34
Mercado Libre
MELI
$90.6B
$860K 0.71%
427
-560
UBER icon
35
Uber
UBER
$155B
$851K 0.7%
10,415
-29,689
DASH icon
36
DoorDash
DASH
$77.8B
$762K 0.63%
3,363
-7,085
NOW icon
37
ServiceNow
NOW
$130B
$721K 0.59%
4,705
-12,760
ETHA
38
iShares Ethereum Trust ETF
ETHA
$1.14B
$675K 0.55%
30,083
-11,529
BITB icon
39
Bitwise Bitcoin ETF
BITB
$2.61B
$642K 0.53%
+13,500
CARG icon
40
CarGurus
CARG
$3.2B
$609K 0.5%
15,871
-12,918
MMM icon
41
3M
MMM
$80.8B
$593K 0.49%
3,706
CVX icon
42
Chevron
CVX
$376B
$438K 0.36%
2,877
RKLB icon
43
Rocket Lab Corp
RKLB
$39.8B
$414K 0.34%
+5,928
SMH icon
44
VanEck Semiconductor ETF
SMH
$43.4B
$353K 0.29%
981
-270
FETH
45
Fidelity Ethereum Fund
FETH
$831M
$338K 0.28%
+11,409
VRT icon
46
Vertiv
VRT
$92.5B
$302K 0.25%
+1,861
TOST icon
47
Toast
TOST
$17.8B
$280K 0.23%
7,873
-43,749
V icon
48
Visa
V
$610B
$210K 0.17%
600
OSCR icon
49
Oscar Health
OSCR
$4.12B
$200K 0.16%
13,925
-71,131
ARM icon
50
Arm
ARM
$121B
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-3,344
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