BWM
Bosman Wealth Management Portfolio holdings
AUM
$129M
1-Year Est. Return
70.45%
1 Year Est. Return
+70.45%
AUM
$113M
AUM Growth
+$14.1M
(+14%)
Holding
52
Top Buys
| 1 | +$3.95M | |
| 2 | +$3.54M | |
| 3 | +$3.18M | |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$3.15M |
| 5 |
Urban Outfitters
URBN
|
+$3.04M |
Top Sells
| 1 | +$4.15M | |
| 2 | +$3.85M | |
| 3 | +$3.15M | |
| 4 |
Applovin
APP
|
+$3.13M |
| 5 |
Blue Owl Capital
OWL
|
+$2.74M |
Sector Composition
| 1 | Technology | 49.79% |
| 2 | Consumer Discretionary | 16.63% |
| 3 | Communication Services | 11.5% |
| 4 | Industrials | 6.59% |
| 5 | Energy | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Palantir
PLTR
$407B
| $12.4M | 11.02% |
91,011
-30,450
|
|
||
2
NVIDIA
NVDA
$4.53T
| $7.71M | 6.85% |
48,773
-14,285
|
|
||
3
CrowdStrike
CRWD
$114B
| $6.1M | 5.42% |
11,970
-3,911
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.98T
| $5.88M | 5.22% |
33,362
+5,663
|
|
||
5
CyberArk
CYBR
$22.9B
| $5.63M | 5% |
13,834
-3,149
|
|
||
6
TechnipFMC
FTI
$21.1B
| $5.13M | 4.56% |
149,008
-31,115
|
|
||
7
Microsoft
MSFT
$3.42T
| $4.89M | 4.34% |
9,833
+5,335
|
|
||
8
Spotify
SPOT
$104B
| $4.27M | 3.8% |
5,569
+5,149
|
|
||
9
Amazon
AMZN
$2.56T
| $4.13M | 3.67% |
18,847
-1,952
|
|
||
10
ServiceNow
NOW
$134B
| $4.02M | 3.57% |
19,540
-6,170
|
|
||
11
Shift4
FOUR
$4.43B
| $3.55M | 3.15% |
35,779
-8,019
|
|
||
12
Uber
UBER
$176B
| $3.54M | 3.14% |
+37,935
|
|
||
13
iShares Bitcoin Trust
IBIT
$74.7B
| $3.5M | 3.11% |
57,218
+20,228
|
|
||
14
Broadcom
AVGO
$1.67T
| $3.18M | 2.82% |
+11,530
|
|
||
|
15
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
| $3.15M | 2.8% |
+28,499
|
|
||
|
16
Urban Outfitters
URBN
$6.23B
| $3.04M | 2.7% |
+41,840
|
|
||
17
Axon Enterprise
AXON
$50.5B
| $2.83M | 2.51% |
3,417
-1,994
|
|
||
18
Meta Platforms (Facebook)
META
$1.56T
| $2.79M | 2.48% |
+3,785
|
|
||
19
Mercado Libre
MELI
$105B
| $2.62M | 2.32% |
1,001
+470
|
|
||
20
Toast
TOST
$19.7B
| $2.41M | 2.14% |
+54,455
|
|
||
21
SharkNinja
SN
$17.9B
| $2.39M | 2.12% |
24,125
-26,099
|
|
||
22
DoorDash
DASH
$88.5B
| $2.32M | 2.06% |
+9,423
|
|
||
23
GE Vernova
GEV
$185B
| $2.24M | 1.99% |
+4,227
|
|
||
24
Deckers Outdoor
DECK
$14.7B
| $1.92M | 1.71% |
18,668
+2,819
|
|
||
25
Comfort Systems
FIX
$39.5B
| $1.79M | 1.59% |
3,342
-5,867
|
|