BW
Bison Wealth Portfolio holdings
AUM
$454M
This Quarter Return
-16.49%
1 Year Return
+22.76%
3 Year Return
+37.43%
5 Year Return
+108.72%
10 Year Return
+234.5%
AUM
$138M
AUM Growth
+$138M
(-34%)
Cap. Flow
-$34.7M
Cap. Flow
% of AUM
-25.14%
Top 10 Holdings %
Top 10 Hldgs %
25.47%
Holding
402
New
14
Increased
67
Reduced
160
Closed
73
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$2.27M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.48M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.38M |
| 4 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$1.34M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.26M |
Sector Composition
| 1 | Technology | 11.11% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 7.14% |
| 4 | Consumer Staples | 6.77% |
| 5 | Consumer Discretionary | 6.51% |