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
$113M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.95M
2 +$3.54M
3 +$3.18M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.15M
5
URBN icon
Urban Outfitters
URBN
+$3.04M

Top Sells

1 +$4.15M
2 +$3.85M
3 +$3.15M
4
APP icon
Applovin
APP
+$3.13M
5
OWL icon
Blue Owl Capital
OWL
+$2.74M

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
HUBS icon
51
HubSpot
HUBS
$23B
-4,666
KBR icon
52
KBR
KBR
$5.59B
-44,755