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
$171M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.47M
3
+$1.19M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.14M
5
OPPE
WisdomTree European Opportunities Fund
OPPE
+$1.13M

Top Sells

1
+$1.26M
2
+$1.03M
3
+$1M
4
AAPL icon
Apple
AAPL
+$969K
5
EPHE icon
iShares MSCI Philippines ETF
EPHE
+$911K

Sector Composition

1 Financials 11.52%
2 Energy 9.02%
3 Healthcare 8.28%
4 Technology 7.99%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
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