BWM

Bosman Wealth Management Portfolio holdings

AUM $113M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.52M
3
+$9.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.52M
5
CYBR icon
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 Change
in Stake 		Capital Flow
26
$544K 0.52%
+929
27
$383K 0.37%
+948
28
$350K 0.34%
+4,724
29
$323K 0.31%
+352
30
$322K 0.31%
+1,772
31
$322K 0.31%
+17,849
32
$287K 0.28%
+102,550
33
$230K 0.22%
+694
34
$222K 0.21%
+702
35
$214K 0.21%
+5,120
36
$178K 0.17%
+14,603
37
$137K 0.13%
+10,683
1
2