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
$98.5M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.13M
3
+$2.89M
4
AXON icon
Axon Enterprise
AXON
+$2.85M
5
OWL icon
Blue Owl Capital
OWL
+$2.74M

Top Sells

1
+$5M
2
+$4.26M
3
+$3.65M
4
MSFT icon
Microsoft
MSFT
+$2.87M
5
MELI icon
Mercado Libre
MELI
+$2.31M

Sector Composition

1 Technology 48.75%
2 Consumer Discretionary 15.07%
3 Energy 9.46%
4 Industrials 8.83%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.19%
4,050
-12,678
27
$1.1M 1.12%
+41,225
28
$1.04M 1.05%
4,005
+3,057
29
$1.04M 1.05%
531
-1,186
30
$738K 0.75%
29,073
-46,177
31
$665K 0.68%
+2,478
32
$651K 0.66%
4,436
33
$581K 0.59%
5,438
-5,934
34
$545K 0.55%
2,477
-6,641
35
$476K 0.48%
851
-78
36
$351K 0.36%
11,849
-6,000
37
$245K 0.25%
700
-2
38
$235K 0.24%
3,605
-1,119
39
$231K 0.23%
+420
40
$207K 0.21%
+564
41
$193K 0.2%
13,086
-1,517
42
$191K 0.19%
12,398
-49,835
43
– –
-102,550
44
– –
-352
45
– –
-694
46
– –
-5,120
47
– –
-5,084
48
– –
-1,772
49
– –
-10,683
50
– –
-22,709
1
2