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
$122M
AUM Growth
-$7.27M
(-5.6%)
Holding
55
Top Buys
| 1 | +$3.8M | |
| 2 | +$2.68M | |
| 3 | +$2.65M | |
| 4 |
Vistra
VST
|
+$2.56M |
| 5 |
Arista Networks
ANET
|
+$2.48M |
Top Sells
| 1 | +$3.61M | |
| 2 | +$3M | |
| 3 | +$2.67M | |
| 4 |
SharkNinja
SN
|
+$2.27M |
| 5 |
ServiceNow
NOW
|
+$2.19M |
Sector Composition
| 1 | Technology | 46.87% |
| 2 | Communication Services | 14.17% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Industrials | 5.95% |
| 5 | Energy | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
SharkNinja
SN
$16.6B
| – | – |
-21,968
|
|
||
52
TETRA Technologies
TTI
$1.32B
| – | – |
-15,000
|
|
||
53
Urban Outfitters
URBN
$6B
| – | – |
-50,552
|
|
||
|
ETHE
54
Grayscale Ethereum Staking ETF Shares
ETHE
$2B
| – | – |
-23,245
|
|
||
55
Arm
ARM
$222B
| – | – |
-3,344
|
|