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
$158M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$662K
3 +$648K
4
AMZN icon
Amazon
AMZN
+$563K
5
ALK icon
Alaska Air
ALK
+$367K

Top Sells

1 +$2.38M
2 +$885K
3 +$859K
4
CRM icon
Salesforce
CRM
+$780K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$699K

Sector Composition

1 Technology 13.19%
2 Financials 9.05%
3 Consumer Discretionary 8.26%
4 Healthcare 6.89%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-1,851
377
-7,584
378
-17,528