BWM

Bosman Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 39.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.14M
3
+$3.12M
4
URBN icon
Urban Outfitters
URBN
+$2.51M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Top Sells

1
+$3.57M
2
+$3.2M
3
+$3.13M
4
OWL icon
Blue Owl Capital
OWL
+$2.74M
5
HUBS icon
HubSpot
HUBS
+$2.67M

Sector Composition

1 Technology 49.79%
2 Consumer Discretionary 16.63%
3 Communication Services 11.5%
4 Industrials 6.59%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.51%
+79,382
27
$1.59M 1.41%
7,736
28
$1.47M 1.31%
4,827
+777
29
$1.26M 1.12%
3,975
-30
30
$1.2M 1.06%
53,214
-60,453
31
$1.04M 0.92%
31,065
-59,488
32
$564K 0.5%
3,706
-730
33
$547K 0.49%
3,384
-2,054
34
$526K 0.47%
851
35
$360K 0.32%
1,290
-13,796
36
$256K 0.23%
+28,748
37
$236K 0.21%
11,849
38
$213K 0.19%
600
-100
39
$182K 0.16%
13,086
40
– –
-11,799
41
– –
-2,478
42
– –
-41,225
43
– –
-12,129
44
– –
-3,605
45
– –
-29,073
46
– –
-564
47
– –
-12,398
48
– –
-4,666
49
– –
-44,755
50
– –
-17,471
1
2
3