BWM
Bosman Wealth Management Portfolio holdings
AUM
$122M
1-Year Est. Return
39.48%
This Fund
S&P 500
1 Year Est. Return
+39.48%
AUM
$129M
AUM Growth
+$16.5M
(+15%)
Holding
45
Top Buys
| 1 | +$3.03M | |
| 2 | +$1.23M | |
| 3 | +$1.14M | |
| 4 |
Advanced Micro Devices
AMD
|
+$897K |
| 5 |
Amazon
AMZN
|
+$775K |
Top Sells
| 1 | +$3.55M | |
| 2 | +$915K | |
| 3 | +$388K | |
| 4 |
CYBR
CyberArk
CYBR
|
+$331K |
| 5 |
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
Palantir
PLTR
$329B
| $16.3M | 12.6% |
89,141
-1,870
|
|
||
2
NVIDIA
NVDA
$4.01T
| $9.21M | 7.14% |
49,359
+586
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.31T
| $8.07M | 6.25% |
33,179
-183
|
|
||
4
iShares Bitcoin Trust
IBIT
$52.2B
| $6.74M | 5.23% |
103,759
+46,541
|
|
||
|
CYBR
5
DELISTED
CyberArk
CYBR
| $6.31M | 4.89% |
13,064
-770
|
|
||
6
CrowdStrike
CRWD
$96.4B
| $6.2M | 4.8% |
12,635
+665
|
|
||
7
Microsoft
MSFT
$2.67T
| $5.08M | 3.94% |
9,817
-16
|
|
||
8
TechnipFMC
FTI
$27B
| $4.89M | 3.79% |
124,016
-24,992
|
|
||
|
9
Amazon
AMZN
$2.16T
| $4.89M | 3.79% |
22,273
+3,426
|
|
||
10
Broadcom
AVGO
$1.39T
| $4.19M | 3.25% |
12,714
+1,184
|
|
||
11
Uber
UBER
$142B
| $3.93M | 3.05% |
40,104
+2,169
|
|
||
12
Meta Platforms (Facebook)
META
$1.36T
| $3.9M | 3.03% |
5,317
+1,532
|
|
||
13
Spotify
SPOT
$97.8B
| $3.84M | 2.98% |
5,501
-68
|
|
||
14
Urban Outfitters
URBN
$5.47B
| $3.61M | 2.8% |
50,552
+8,712
|
|
||
15
ServiceNow
NOW
$110B
| $3.21M | 2.49% |
17,465
-2,075
|
|
||
16
Axon Enterprise
AXON
$33.4B
| $2.96M | 2.29% |
4,124
+707
|
|
||
17
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
| $2.91M | 2.25% |
26,313
-2,186
|
|
||
18
DoorDash
DASH
$64.3B
| $2.84M | 2.2% |
10,448
+1,025
|
|
||
19
GE Vernova
GEV
$220B
| $2.82M | 2.19% |
4,593
+366
|
|
||
20
Comfort Systems
FIX
$44.8B
| $2.61M | 2.02% |
3,160
-182
|
|
||
21
Mercado Libre
MELI
$82.1B
| $2.31M | 1.79% |
987
-14
|
|
||
22
SharkNinja
SN
$13.8B
| $2.27M | 1.76% |
21,968
-2,157
|
|
||
23
Apple
AAPL
$3.62T
| $1.97M | 1.53% |
7,736
|
|
||
24
Toast
TOST
$15.3B
| $1.88M | 1.46% |
51,622
-2,833
|
|
||
25
SPDR Gold Trust
GLD
$153B
| $1.82M | 1.41% |
5,123
+296
|
|