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
251
$415K 0.08%
+13,204
252
$415K 0.08%
8,018
+2,705
253
$410K 0.08%
8,098
+1,585
254
$410K 0.08%
+2,188
255
$403K 0.07%
+5,242
256
$402K 0.07%
+4,951
257
$402K 0.07%
40,440
+8
258
$398K 0.07%
+8,380
259
$398K 0.07%
4,684
+328
260
$394K 0.07%
+15,735
261
$389K 0.07%
5,909
262
$388K 0.07%
1,897
+664
263
$388K 0.07%
34,375
-7,056
264
$375K 0.07%
46,070
265
$371K 0.07%
3,401
+458
266
$369K 0.07%
7,859
+206
267
$367K 0.07%
23,068
+1,999
268
$366K 0.07%
71,545
-575
269
$346K 0.06%
+2,611
270
$342K 0.06%
3,628
+25
271
$342K 0.06%
1,295
+126
272
$339K 0.06%
4,855
+1,150
273
$337K 0.06%
+7,438
274
$335K 0.06%
836
+169
275
$333K 0.06%
+2,980
9 10
11
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