BWM
Bosman Wealth Management Portfolio holdings
AUM
$113M
1 Year Est. Return
–
AUM
$98.5M
AUM Growth
-$5.52M
(-5.3%)
Holding
50
Top Buys
| 1 | +$3.19M | |
| 2 | +$3.13M | |
| 3 | +$2.89M | |
| 4 |
Axon Enterprise
AXON
|
+$2.85M |
| 5 |
Blue Owl Capital
OWL
|
+$2.74M |
Top Sells
| 1 | +$5M | |
| 2 | +$4.26M | |
| 3 | +$3.65M | |
| 4 |
Microsoft
MSFT
|
+$2.87M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Palantir
PLTR
$423B
| $10.3M | 10.41% |
121,461
-59,271
|
|
||
2
NVIDIA
NVDA
$4.46T
| $6.83M | 6.94% |
63,058
-7,870
|
|
||
3
CyberArk
CYBR
$24.8B
| $5.74M | 5.83% |
16,983
-208
|
|
||
4
TechnipFMC
FTI
$14.8B
| $5.71M | 5.8% |
180,123
-134,551
|
|
||
5
CrowdStrike
CRWD
$122B
| $5.6M | 5.69% |
15,881
+366
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.06T
| $4.28M | 4.35% |
27,699
-12,001
|
|
||
7
SharkNinja
SN
$13.3B
| $4.19M | 4.25% |
50,224
-1,599
|
|
||
8
ServiceNow
NOW
$188B
| $4.09M | 4.16% |
5,142
+3,624
|
|
||
9
Amazon
AMZN
$2.27T
| $3.96M | 4.02% |
20,799
+7,651
|
|
||
10
Shift4
FOUR
$5.07B
| $3.58M | 3.63% |
43,798
+19,456
|
|
||
11
VanEck Semiconductor ETF
SMH
$34.9B
| $3.19M | 3.24% |
+15,086
|
|
||
12
Applovin
APP
$203B
| $3.13M | 3.18% |
+11,799
|
|
||
13
Comfort Systems
FIX
$29.2B
| $2.97M | 3.01% |
9,209
+5,076
|
|
||
14
Magnolia Oil & Gas
MGY
$4.23B
| $2.87M | 2.92% |
113,667
-84,553
|
|
||
|
15
Axon Enterprise
AXON
$52.7B
| $2.85M | 2.89% |
+5,411
|
|
||
|
16
Blue Owl Capital
OWL
$10.5B
| $2.74M | 2.78% |
+136,666
|
|
||
17
HubSpot
HUBS
$23B
| $2.67M | 2.71% |
+4,666
|
|
||
18
CarGurus
CARG
$3.47B
| $2.64M | 2.68% |
+90,553
|
|
||
19
KBR
KBR
$5.59B
| $2.23M | 2.26% |
44,755
-27,638
|
|
||
20
Deckers Outdoor
DECK
$14.8B
| $1.77M | 1.8% |
15,849
-973
|
|
||
21
iShares Bitcoin Trust
IBIT
$81.5B
| $1.73M | 1.76% |
+36,990
|
|
||
22
Apple
AAPL
$3.74T
| $1.72M | 1.75% |
7,736
-249
|
|
||
|
23
Microsoft
MSFT
$3.82T
| $1.69M | 1.71% |
4,498
-7,633
|
|
||
24
Nutanix
NTNX
$18.2B
| $1.22M | 1.24% |
+17,471
|
|
||
25
Fortinet
FTNT
$63.9B
| $1.17M | 1.19% |
+12,129
|
|