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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.52M
3
+$9.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.52M
5
CYBR icon
CyberArk
CYBR
+$5.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 51.15%
2 Energy 15.18%
3 Consumer Discretionary 14.09%
4 Communication Services 7.23%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 13.15%
+180,732
2
$9.52M 9.16%
+70,928
3
$9.11M 8.76%
+314,674
4
$7.52M 7.23%
+39,700
5
$5.73M 5.51%
+17,191
6
$5.31M 5.11%
+15,515
7
$5.11M 4.92%
+12,131
8
$5.05M 4.85%
+51,823
9
$4.63M 4.46%
+198,220
10
$4.19M 4.03%
+72,393
11
$4.05M 3.9%
+16,728
12
$3.42M 3.29%
+16,822
13
$2.92M 2.81%
+1,717
14
$2.88M 2.77%
+13,148
15
$2.53M 2.43%
+24,342
16
$2.25M 2.16%
+9,118
17
$2.05M 1.97%
+75,250
18
$2M 1.92%
+7,985
19
$1.75M 1.69%
+4,133
20
$1.61M 1.55%
+1,518
21
$1.4M 1.35%
+11,372
22
$1.33M 1.28%
+62,233
23
$1.21M 1.17%
+22,709
24
$660K 0.64%
+5,084
25
$573K 0.55%
+4,436
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