BWM

Bosman Wealth Management Portfolio holdings

AUM $114M
1-Year Est. Return 63.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+63.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.23M
3
+$1.14M
4
AMD icon
Advanced Micro Devices
AMD
+$897K
5
AMZN icon
Amazon
AMZN
+$775K

Top Sells

1
+$3.55M
2
+$915K
3
+$388K
4
CYBR
CyberArk
CYBR
+$331K
5
PLTR icon
Palantir
PLTR
+$303K

Sector Composition

1 Technology 46.74%
2 Consumer Discretionary 15.84%
3 Communication Services 12.25%
4 Industrials 7.02%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 12.6%
89,141
-1,870
2
$9.21M 7.14%
49,359
+586
3
$8.07M 6.25%
33,179
-183
4
$6.74M 5.23%
103,759
+46,541
5
$6.31M 4.89%
13,064
-770
6
$6.2M 4.8%
12,635
+665
7
$5.08M 3.94%
9,817
-16
8
$4.89M 3.79%
124,016
-24,992
9
$4.89M 3.79%
22,273
+3,426
10
$4.19M 3.25%
12,714
+1,184
11
$3.93M 3.05%
40,104
+2,169
12
$3.9M 3.03%
5,317
+1,532
13
$3.84M 2.98%
5,501
-68
14
$3.61M 2.8%
50,552
+8,712
15
$3.21M 2.49%
17,465
-2,075
16
$2.96M 2.29%
4,124
+707
17
$2.91M 2.25%
26,313
-2,186
18
$2.84M 2.2%
10,448
+1,025
19
$2.82M 2.19%
4,593
+366
20
$2.61M 2.02%
3,160
-182
21
$2.31M 1.79%
987
-14
22
$2.27M 1.76%
21,968
-2,157
23
$1.97M 1.53%
7,736
24
$1.88M 1.46%
51,622
-2,833
25
$1.82M 1.41%
5,123
+296
1
2