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
51
– –
-136,666
52
– –
-2,477
1 2
3