BWM
Bosman Wealth Management Portfolio holdings
AUM
$113M
1 Year Est. Return
–
AUM
$113M
AUM Growth
+$14.1M
(+14%)
Holding
52
Top Buys
| 1 | +$3.95M | |
| 2 | +$3.54M | |
| 3 | +$3.18M | |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$3.15M |
| 5 |
Urban Outfitters
URBN
|
+$3.04M |
Top Sells
| 1 | +$4.15M | |
| 2 | +$3.85M | |
| 3 | +$3.15M | |
| 4 |
Applovin
APP
|
+$3.13M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
HubSpot
HUBS
$23B
| – | – |
-4,666
|
|
||
52
KBR
KBR
$5.59B
| – | – |
-44,755
|
|