BW
Bison Wealth Portfolio holdings
AUM
$454M
1-Year Return
22.76%
This Quarter Return
+9.2%
1 Year Return
+22.76%
3 Year Return
+37.43%
5 Year Return
+108.72%
10 Year Return
+234.5%
AUM
$171M
AUM Growth
-$45.7M
(-21%)
Cap. Flow
-$61.7M
Cap. Flow
% of AUM
-36.11%
Top 10 Holdings %
Top 10 Hldgs %
29.99%
Holding
473
New
16
Increased
44
Reduced
207
Closed
130
Top Buys
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.33M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.89M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$3.21M |
| 4 |
Home Depot
HD
|
$3.08M |
| 5 |
Apple
AAPL
|
$2.81M |
Sector Composition
| 1 | Technology | 14.91% |
| 2 | Financials | 13.16% |
| 3 | Consumer Discretionary | 8.19% |
| 4 | Healthcare | 7.45% |
| 5 | Consumer Staples | 6.02% |
