BW

Bison Wealth Portfolio holdings

AUM $454M
1-Year Est. Return 22.76%
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14.1M
3
+$12.4M
4
BHVN icon
Biohaven
BHVN
+$8.64M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$6.55M

Top Sells

1
+$1.06M
2
+$512K
3
+$506K
4
SSTI icon
SoundThinking
SSTI
+$491K
5
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$475K

Sector Composition

1 Technology 15.35%
2 Financials 9.72%
3 Healthcare 8.17%
4 Consumer Discretionary 6.12%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$474K 0.09%
5,794
-14
227
$472K 0.09%
11,152
+444
228
$468K 0.09%
5,786
+898
229
$461K 0.09%
+5,664
230
$460K 0.09%
5,973
+1,760
231
$459K 0.09%
23,932
+4,233
232
$455K 0.08%
+3,560
233
$454K 0.08%
2,545
+540
234
$451K 0.08%
13,495
+3,885
235
$451K 0.08%
4,618
-116
236
$447K 0.08%
+9,459
237
$445K 0.08%
+11,066
238
$442K 0.08%
4,886
+993
239
$441K 0.08%
2,086
+885
240
$440K 0.08%
25,515
+455
241
$437K 0.08%
3,670
+838
242
$435K 0.08%
12,197
+189
243
$435K 0.08%
+2,161
244
$434K 0.08%
+9,393
245
$431K 0.08%
+25,008
246
$424K 0.08%
9,451
-390
247
$424K 0.08%
9,297
+214
248
$421K 0.08%
14,298
+325
249
$420K 0.08%
5,021
+2,316
250
$416K 0.08%
+8,985
8 9
10
11 12