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
$233M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1 +$618K
2 +$610K
3 +$572K
4
AAPL icon
Apple
AAPL
+$568K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$558K

Top Sells

1 +$892K
2 +$558K
3 +$451K
4
CRM icon
Salesforce
CRM
+$320K
5
ABT icon
Abbott
ABT
+$320K

Sector Composition

1 Technology 12.51%
2 Financials 10.6%
3 Consumer Discretionary 8.09%
4 Healthcare 5.58%
5 Communication Services 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$18K 0.01%
200
377
$17K 0.01%
290
+15
378
$17K 0.01%
+450
379
$17K 0.01%
440
380
$16K 0.01%
+23,960
381
$16K 0.01%
+15,971
382
$16K 0.01%
61
383
$16K 0.01%
848
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384
$15K 0.01%
+564
385
$15K 0.01%
85
386
$15K 0.01%
480
387
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388
$15K 0.01%
435
389
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390
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243
391
$14K 0.01%
163
392
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256
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393
$14K 0.01%
185
394
$14K 0.01%
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395
$14K 0.01%
545
396
$14K 0.01%
550
397
$13K 0.01%
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398
$13K 0.01%
234
399
$13K 0.01%
341
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400
$13K 0.01%
142