BWM
Bosman Wealth Management Portfolio holdings
AUM
$113M
This Quarter Return
+22.58%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.16%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Palantir
PLTR
|
$13.7M |
| 2 |
NVIDIA
NVDA
|
$9.52M |
| 3 |
TechnipFMC
FTI
|
$9.11M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$7.52M |
| 5 |
CyberArk
CYBR
|
$5.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 51.15% |
| 2 | Energy | 15.18% |
| 3 | Consumer Discretionary | 14.09% |
| 4 | Communication Services | 7.23% |
| 5 | Industrials | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR S&P 500 ETF Trust
SPY
$658B
| $544K | 0.52% |
+929
| New | +$544K |
|
27
Tesla
TSLA
$1.08T
| $383K | 0.37% |
+948
| New | +$383K |
|
28
Grayscale Bitcoin Trust
GBTC
$43.4B
| $350K | 0.34% |
+4,724
| New | +$350K |
|
29
Costco
COST
$418B
| $323K | 0.31% |
+352
| New | +$323K |
|
30
Palo Alto Networks
PANW
$127B
| $322K | 0.31% |
+1,772
| New | +$322K |
|
|
GRRR
31
Gorilla Technology Group
GRRR
$375M
| $322K | 0.31% |
+17,849
| New | +$322K |
|
32
Amprius Technologies
AMPX
$887M
| $287K | 0.28% |
+102,550
| New | +$287K |
|
33
Eaton
ETN
$136B
| $230K | 0.22% |
+694
| New | +$230K |
|
34
Visa
V
$683B
| $222K | 0.21% |
+702
| New | +$222K |
|
35
IonQ
IONQ
$12.7B
| $214K | 0.21% |
+5,120
| New | +$214K |
|
36
Ezcorp Inc
EZPW
$1.02B
| $178K | 0.17% |
+14,603
| New | +$178K |
|
37
Red Cat Holdings
RCAT
$892M
| $137K | 0.13% |
+10,683
| New | +$137K |
|