BWM

Bosman Wealth Management Portfolio holdings

AUM $114M
1-Year Est. Return 63.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+63.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.12M
3
+$3.13M
4
LBRT icon
Liberty Energy
LBRT
+$2.93M
5
BE icon
Bloom Energy
BE
+$1.57M

Top Sells

1
+$5.06M
2
+$3.57M
3
+$3.04M
4
APP icon
Applovin
APP
+$2.86M
5
SANM icon
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
STX icon
26
Seagate
STX
$192B
$1.21M 1.06%
+3,076
AMD icon
27
Advanced Micro Devices
AMD
$760B
$1.17M 1.03%
5,728
-796
SCCO icon
28
Southern Copper
SCCO
$144B
$1.09M 0.96%
+6,370
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$763B
$983K 0.86%
1,511
COHR icon
30
Coherent
COHR
$73.8B
$958K 0.84%
+4,022
WDC icon
31
Western Digital
WDC
$176B
$946K 0.83%
+3,496
AXON icon
32
Axon Enterprise
AXON
$39.2B
$728K 0.64%
1,714
-95
MELI icon
33
Mercado Libre
MELI
$81.5B
$692K 0.61%
400
-27
CVX icon
34
Chevron
CVX
$373B
$595K 0.52%
2,877
CIFR icon
35
Cipher Digital Inc
CIFR
$9.18B
$557K 0.49%
43,262
-27,505
LITE icon
36
Lumentum
LITE
$67.2B
$542K 0.48%
+771
MMM icon
37
3M
MMM
$80.2B
$538K 0.47%
3,706
IREN icon
38
Iris Energy
IREN
$19.4B
$523K 0.46%
15,245
-10,011
OC icon
39
Owens Corning
OC
$9.6B
$501K 0.44%
+4,626
VRT icon
40
Vertiv
VRT
$115B
$432K 0.38%
1,723
-138
RKLB icon
41
Rocket Lab Corp
RKLB
$68.8B
$381K 0.34%
5,928
SMH icon
42
VanEck Semiconductor ETF
SMH
$64.4B
$372K 0.33%
971
-10
ETHA
43
iShares Ethereum Trust ETF
ETHA
$4.68B
$299K 0.26%
18,871
-11,212
JCI icon
44
Johnson Controls International
JCI
$87.6B
$267K 0.23%
+2,038
XOM icon
45
Exxon Mobil
XOM
$621B
$257K 0.23%
+1,512
BITB icon
46
Bitwise Bitcoin ETF
BITB
$2.32B
$255K 0.22%
6,917
-6,583
CRWD icon
47
CrowdStrike
CRWD
$171B
$235K 0.21%
602
-11,935
EZPW icon
48
Ezcorp Inc
EZPW
$1.97B
$226K 0.2%
+8,893
ONDS icon
49
Ondas Inc
ONDS
$5.32B
$180K 0.16%
+19,910
RCAT icon
50
Red Cat Holdings
RCAT
$1.93B
$135K 0.12%
+10,278
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