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
$138M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.11%
2 Financials 9.11%
3 Healthcare 7.14%
4 Consumer Staples 6.77%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
+200
302
$6K ﹤0.01%
145
303
$6K ﹤0.01%
102
304
$5K ﹤0.01%
112
305
$5K ﹤0.01%
232
306
$5K ﹤0.01%
82
307
$5K ﹤0.01%
131
-305
308
$5K ﹤0.01%
116
+111
309
$5K ﹤0.01%
1,170
310
$4K ﹤0.01%
78
311
$4K ﹤0.01%
102
312
$4K ﹤0.01%
64
313
$4K ﹤0.01%
144
314
$3K ﹤0.01%
101
315
$3K ﹤0.01%
+114
316
$3K ﹤0.01%
26
317
$3K ﹤0.01%
68
318
$3K ﹤0.01%
27
319
$3K ﹤0.01%
+91
320
$2K ﹤0.01%
70
321
$2K ﹤0.01%
74
-58
322
$2K ﹤0.01%
70
323
$2K ﹤0.01%
13
324
$2K ﹤0.01%
68
-294
325
$2K ﹤0.01%
61