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
276
$333K 0.06%
1,675
277
$328K 0.06%
+4,420
278
$322K 0.06%
976
+121
279
$317K 0.06%
+2,783
280
$316K 0.06%
24,883
+1,872
281
$314K 0.06%
+1,809
282
$312K 0.06%
3,130
+378
283
$309K 0.06%
6,737
+30
284
$305K 0.06%
6,277
+60
285
$303K 0.06%
8,885
+859
286
$302K 0.06%
5,805
-4
287
$301K 0.06%
21,000
288
$301K 0.06%
11,826
+93
289
$297K 0.06%
13,548
+652
290
$296K 0.06%
+26,402
291
$296K 0.06%
+2,051
292
$294K 0.05%
+9,974
293
$293K 0.05%
+3,078
294
$293K 0.05%
+1,520
295
$293K 0.05%
+1,360
296
$291K 0.05%
+15,166
297
$290K 0.05%
606
+101
298
$289K 0.05%
+26,414
299
$288K 0.05%
+3,966
300
$285K 0.05%
3,099
+142
10 11
12
13 14