BWM
Bosman Wealth Management Portfolio holdings
AUM
$114M
1-Year Est. Return
63.12%
This Fund
S&P 500
1 Year Est. Return
+63.12%
AUM
$122M
AUM Growth
-$7.27M
(-5.6%)
Holding
55
Top Buys
| 1 | +$3.8M | |
| 2 | +$2.68M | |
| 3 | +$2.65M | |
| 4 |
Vistra
VST
|
+$2.56M |
| 5 |
Arista Networks
ANET
|
+$2.48M |
Top Sells
| 1 | +$3.61M | |
| 2 | +$3M | |
| 3 | +$2.67M | |
| 4 |
SharkNinja
SN
|
+$2.27M |
| 5 |
ServiceNow
NOW
|
+$2.19M |
Sector Composition
| 1 | Technology | 46.87% |
| 2 | Communication Services | 14.17% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Industrials | 5.95% |
| 5 | Energy | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Palantir
PLTR
$326B
| $14.8M | 12.17% |
83,352
-5,789
|
|
||
2
Alphabet (Google) Class A
GOOGL
$4.71T
| $9.38M | 7.7% |
29,965
-3,214
|
|
||
3
NVIDIA
NVDA
$4.77T
| $9.18M | 7.54% |
49,223
-136
|
|
||
4
CrowdStrike
CRWD
$121B
| $5.88M | 4.83% |
12,537
-98
|
|
||
5
TechnipFMC
FTI
$29.9B
| $5.38M | 4.42% |
120,694
-3,322
|
|
||
6
Amazon
AMZN
$2.94T
| $5.08M | 4.17% |
22,006
-267
|
|
||
7
Microsoft
MSFT
$3.06T
| $4.92M | 4.04% |
10,174
+357
|
|
||
8
SPDR Gold Trust
GLD
$152B
| $4.78M | 3.92% |
12,051
+6,928
|
|
||
9
Broadcom
AVGO
$2.02T
| $4.65M | 3.82% |
13,448
+734
|
|
||
10
iShares Bitcoin Trust
IBIT
$66.1B
| $4.29M | 3.52% |
86,337
-17,422
|
|
||
11
Meta Platforms (Facebook)
META
$1.54T
| $3.84M | 3.15% |
5,812
+495
|
|
||
12
SoFi Technologies
SOFI
$20.5B
| $3.57M | 2.93% |
+136,245
|
|
||
|
CYBR
13
DELISTED
CyberArk
CYBR
| $3.04M | 2.5% |
6,822
-6,242
|
|
||
14
GE Vernova
GEV
$294B
| $2.97M | 2.44% |
4,551
-42
|
|
||
15
Applovin
APP
$161B
| $2.86M | 2.35% |
+4,248
|
|
||
|
16
Arista Networks
ANET
$214B
| $2.36M | 1.94% |
+18,048
|
|
||
17
Sanmina
SANM
$11.9B
| $2.35M | 1.93% |
+15,634
|
|
||
|
18
Vistra
VST
$54.3B
| $2.26M | 1.86% |
+14,030
|
|
||
19
Apple
AAPL
$4.17T
| $2.1M | 1.73% |
7,734
-2
|
|
||
20
Constellation Energy
CEG
$116B
| $2.06M | 1.69% |
+5,829
|
|
||
21
Comfort Systems
FIX
$69.3B
| $1.94M | 1.59% |
2,074
-1,086
|
|
||
22
Tesla
TSLA
$1.46T
| $1.85M | 1.52% |
4,104
+99
|
|
||
23
Oracle
ORCL
$533B
| $1.75M | 1.44% |
+8,991
|
|
||
|
CRWV
24
CoreWeave Inc
CRWV
$67.6B
| $1.71M | 1.41% |
23,937
+19,003
|
|
||
25
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $1.56M | 1.28% |
14,201
-12,112
|
|