BWM

Bosman Wealth Management Portfolio holdings

AUM $129M
1-Year Est. Return 70.45%
This Quarter Est. Return
1 Year Est. Return
+70.45%
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
1
$10.3M 10.41%
121,461
-59,271
2
$6.83M 6.94%
63,058
-7,870
3
$5.74M 5.83%
16,983
-208
4
$5.71M 5.8%
180,123
-134,551
5
$5.6M 5.69%
15,881
+366
6
$4.28M 4.35%
27,699
-12,001
7
$4.19M 4.25%
50,224
-1,599
8
$4.09M 4.16%
25,710
+18,120
9
$3.96M 4.02%
20,799
+7,651
10
$3.58M 3.63%
43,798
+19,456
11
$3.19M 3.24%
+15,086
12
$3.13M 3.18%
+11,799
13
$2.97M 3.01%
9,209
+5,076
14
$2.87M 2.92%
113,667
-84,553
15
$2.85M 2.89%
+5,411
16
$2.74M 2.78%
+136,666
17
$2.67M 2.71%
+4,666
18
$2.64M 2.68%
+90,553
19
$2.23M 2.26%
44,755
-27,638
20
$1.77M 1.8%
15,849
-973
21
$1.73M 1.76%
+36,990
22
$1.72M 1.75%
7,736
-249
23
$1.69M 1.71%
4,498
-7,633
24
$1.22M 1.24%
+17,471
25
$1.17M 1.19%
+12,129
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