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
$98.5M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$3.13M
3 +$2.89M
4
AXON icon
Axon Enterprise
AXON
+$2.85M
5
OWL icon
Blue Owl Capital
OWL
+$2.74M

Top Sells

1 +$5M
2 +$4.26M
3 +$3.65M
4
MSFT icon
Microsoft
MSFT
+$2.87M
5
MELI icon
Mercado Libre
MELI
+$2.31M

Sector Composition

1 Technology 48.75%
2 Consumer Discretionary 15.07%
3 Energy 9.46%
4 Industrials 8.83%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLTR icon
1
Palantir
PLTR
$423B
$10.3M 10.41%
121,461
-59,271
NVDA icon
2
NVIDIA
NVDA
$4.46T
$6.83M 6.94%
63,058
-7,870
CYBR icon
3
CyberArk
CYBR
$24.8B
$5.74M 5.83%
16,983
-208
FTI icon
4
TechnipFMC
FTI
$14.8B
$5.71M 5.8%
180,123
-134,551
CRWD icon
5
CrowdStrike
CRWD
$122B
$5.6M 5.69%
15,881
+366
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.06T
$4.28M 4.35%
27,699
-12,001
SN icon
7
SharkNinja
SN
$13.3B
$4.19M 4.25%
50,224
-1,599
NOW icon
8
ServiceNow
NOW
$188B
$4.09M 4.16%
5,142
+3,624
AMZN icon
9
Amazon
AMZN
$2.27T
$3.96M 4.02%
20,799
+7,651
FOUR icon
10
Shift4
FOUR
$5.07B
$3.58M 3.63%
43,798
+19,456
SMH icon
11
VanEck Semiconductor ETF
SMH
$34.9B
$3.19M 3.24%
+15,086
APP icon
12
Applovin
APP
$203B
$3.13M 3.18%
+11,799
FIX icon
13
Comfort Systems
FIX
$29.2B
$2.97M 3.01%
9,209
+5,076
MGY icon
14
Magnolia Oil & Gas
MGY
$4.23B
$2.87M 2.92%
113,667
-84,553
AXON icon
15
Axon Enterprise
AXON
$52.7B
$2.85M 2.89%
+5,411
OWL icon
16
Blue Owl Capital
OWL
$10.5B
$2.74M 2.78%
+136,666
HUBS icon
17
HubSpot
HUBS
$23B
$2.67M 2.71%
+4,666
CARG icon
18
CarGurus
CARG
$3.47B
$2.64M 2.68%
+90,553
KBR icon
19
KBR
KBR
$5.59B
$2.23M 2.26%
44,755
-27,638
DECK icon
20
Deckers Outdoor
DECK
$14.8B
$1.77M 1.8%
15,849
-973
IBIT icon
21
iShares Bitcoin Trust
IBIT
$81.5B
$1.73M 1.76%
+36,990
AAPL icon
22
Apple
AAPL
$3.74T
$1.72M 1.75%
7,736
-249
MSFT icon
23
Microsoft
MSFT
$3.82T
$1.69M 1.71%
4,498
-7,633
NTNX icon
24
Nutanix
NTNX
$18.2B
$1.22M 1.24%
+17,471
FTNT icon
25
Fortinet
FTNT
$63.9B
$1.17M 1.19%
+12,129