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
$255M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.33M
3
+$2.63M
4
AMT icon
American Tower
AMT
+$2.49M
5
UNH icon
UnitedHealth
UNH
+$2.48M

Top Sells

1
+$1.46M
2
+$1.32M
3
+$1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$753K
5
PFIX icon
Simplify Interest Rate Hedge ETF
PFIX
+$740K

Sector Composition

1 Technology 15.98%
2 Financials 12.93%
3 Healthcare 10.57%
4 Consumer Discretionary 8.05%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-3
377
– –
-31
378
– –
-2,910
379
– –
-603
380
– –
-4,072
381
– –
-378
382
– –
-766
12 13 14 15
16