BWM

Bosman Wealth Management Portfolio holdings

AUM $114M
1-Year Est. Return 63.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+63.12%
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
+$1.23M
3
+$1.14M
4
AMD icon
Advanced Micro Devices
AMD
+$897K
5
AMZN icon
Amazon
AMZN
+$775K

Top Sells

1
+$3.55M
2
+$915K
3
+$388K
4
CYBR
CyberArk
CYBR
+$331K
5
PLTR icon
Palantir
PLTR
+$303K

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
26
$1.78M 1.38%
4,005
+30
27
$1.67M 1.3%
16,497
-2,171
28
$1.61M 1.25%
85,056
+5,674
29
$1.31M 1.02%
+41,612
30
$1.07M 0.83%
28,789
-2,276
31
$1.03M 0.8%
42,999
-10,215
32
$1.01M 0.78%
1,511
+660
33
$899K 0.7%
+5,559
34
$797K 0.62%
+23,245
35
$675K 0.52%
+4,934
36
$575K 0.45%
3,706
37
$473K 0.37%
3,344
-40
38
$447K 0.35%
+2,877
39
$408K 0.32%
1,251
-39
40
$245K 0.19%
12,843
-243
41
$205K 0.16%
600
42
$86.3K 0.07%
+15,000
43
– –
-35,779
44
– –
-11,849
45
– –
-28,748
1
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