BWM
Bosman Wealth Management Portfolio holdings
AUM
$114M
1-Year Est. Return
63.12%
This Fund
S&P 500
1 Year Est. Return
+63.12%
AUM
$114M
AUM Growth
-$8.13M
(-6.7%)
Holding
66
Top Buys
| 1 | +$6.52M | |
| 2 | +$4.12M | |
| 3 | +$3.13M | |
| 4 |
Liberty Energy
LBRT
|
+$2.93M |
| 5 |
Bloom Energy
BE
|
+$1.57M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$3.57M | |
| 3 | +$3.04M | |
| 4 |
Applovin
APP
|
+$2.86M |
| 5 |
Sanmina
SANM
|
+$2.35M |
Sector Composition
| 1 | Technology | 43.53% |
| 2 | Energy | 14.94% |
| 3 | Communication Services | 10.38% |
| 4 | Industrials | 9.89% |
| 5 | Consumer Discretionary | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oscar Health
OSCR
$7.39B
| $126K | 0.11% |
10,965
-2,960
|
|
||
52
Lightpath Technologies
LPTH
$937M
| $122K | 0.11% |
+12,198
|
|
||
|
53
Applovin
APP
$187B
| – | – |
-4,248
|
|
||
54
CarGurus
CARG
$2.47B
| – | – |
-15,871
|
|
||
|
CYBR
55
DELISTED
CyberArk
CYBR
| – | – |
-6,822
|
|
||
56
DoorDash
DASH
$68.3B
| – | – |
-3,363
|
|
||
57
ServiceNow
NOW
$116B
| – | – |
-4,705
|
|
||
58
Oracle
ORCL
$615B
| – | – |
-8,991
|
|
||
|
59
Sanmina
SANM
$13.5B
| – | – |
-15,634
|
|
||
60
SoFi Technologies
SOFI
$20.6B
| – | – |
-136,245
|
|
||
61
Spotify
SPOT
$102B
| – | – |
-2,030
|
|
||
62
Toast
TOST
$14.3B
| – | – |
-7,873
|
|
||
63
Uber
UBER
$144B
| – | – |
-10,415
|
|
||
64
Visa
V
$615B
| – | – |
-600
|
|
||
65
Vistra
VST
$50.2B
| – | – |
-14,030
|
|
||
|
FETH
66
Fidelity Ethereum Fund
FETH
$851M
| – | – |
-11,409
|
|