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
TSLA icon
26
Tesla
TSLA
$1.51T
$1.78M 1.38%
4,005
+30
DECK icon
27
Deckers Outdoor
DECK
$14.5B
$1.67M 1.3%
16,497
-2,171
OSCR icon
28
Oscar Health
OSCR
$4.83B
$1.61M 1.25%
85,056
+5,674
ETHA
29
iShares Ethereum Trust ETF
ETHA
$1.75B
$1.31M 1.02%
+41,612
CARG icon
30
CarGurus
CARG
$3.42B
$1.07M 0.83%
28,789
-2,276
MGY icon
31
Magnolia Oil & Gas
MGY
$4.32B
$1.03M 0.8%
42,999
-10,215
SPY icon
32
SPDR S&P 500 ETF Trust
SPY
$702B
$1.01M 0.78%
1,511
+660
AMD icon
33
Advanced Micro Devices
AMD
$355B
$899K 0.7%
+5,559
ETHE
34
Grayscale Ethereum Trust ETF
ETHE
$3.4B
$797K 0.62%
+23,245
CRWV
35
CoreWeave Inc
CRWV
$44B
$675K 0.52%
+4,934
MMM icon
36
3M
MMM
$89B
$575K 0.45%
3,706
ARM icon
37
Arm
ARM
$150B
$473K 0.37%
3,344
-40
CVX icon
38
Chevron
CVX
$300B
$447K 0.35%
+2,877
SMH icon
39
VanEck Semiconductor ETF
SMH
$36.6B
$408K 0.32%
1,251
-39
EZPW icon
40
Ezcorp Inc
EZPW
$1.23B
$245K 0.19%
12,843
-243
V icon
41
Visa
V
$639B
$205K 0.16%
600
TTI icon
42
TETRA Technologies
TTI
$1.13B
$86.3K 0.07%
+15,000
FOUR icon
43
Shift4
FOUR
$4.74B
– –
-35,779
GRRR
44
Gorilla Technology Group
GRRR
$339M
– –
-11,849
OLO
45
DELISTED
Olo Inc
OLO
– –
-28,748
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