BW

Bison Wealth Portfolio holdings

AUM $454M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.55M
3
+$2.26M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.46M
5
OVT icon
Overlay Shares Short Term Bond ETF
OVT
+$1.44M

Top Sells

1
+$1.54M
2
+$1.26M
3
+$1.09M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$935K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$754K

Sector Composition

1 Technology 11.84%
2 Financials 10.82%
3 Healthcare 8.02%
4 Consumer Staples 5.66%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
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