BW
Bison Wealth Portfolio holdings
AUM
$454M
1-Year Est. Return
22.8%
This Fund
S&P 500
1 Year Est. Return
+22.8%
AUM
$454M
AUM Growth
-$174M
(-28%)
Holding
444
Top Buys
| 1 | +$10.7M | |
| 2 | +$4.61M | |
| 3 | +$4.51M | |
| 4 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
+$4.23M |
| 5 |
Overlay Shares Core Bond ETF
OVB
|
+$4.19M |
Top Sells
| 1 | +$8.86M | |
| 2 | +$8.72M | |
| 3 | +$8.7M | |
| 4 |
JPMorgan Chase
JPM
|
+$7.17M |
| 5 |
Apple
AAPL
|
+$5.89M |
Sector Composition
| 1 | Technology | 13.42% |
| 2 | Healthcare | 5.93% |
| 3 | Financials | 5.57% |
| 4 | Consumer Discretionary | 4.19% |
| 5 | Communication Services | 3.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Thermo Fisher Scientific
TMO
$191B
| – | – |
-1,640
|
|
||
427
Trane Technologies
TT
$98.7B
| – | – |
-1,920
|
|
||
428
Take-Two Interactive
TTWO
$40.2B
| – | – |
-4,052
|
|
||
429
Tyler Technologies
TYL
$15.8B
| – | – |
-2,917
|
|
||
430
United Rentals
URI
$52.5B
| – | – |
-975
|
|
||
431
Vanguard Energy ETF
VDE
$9.1B
| – | – |
-3,731
|
|
||
432
Vistra
VST
$54.8B
| – | – |
-26,374
|
|
||
433
Workday
WDAY
$37.8B
| – | – |
-6,588
|
|
||
434
W.P. Carey
WPC
$16.2B
| – | – |
-26,092
|
|
||
435
Wheaton Precious Metals
WPM
$68.7B
| – | – |
-4,466
|
|
||
436
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.67B
| – | – |
-198,434
|
|
||
437
Zoetis
ZTS
$53.2B
| – | – |
-4,236
|
|
||
438
GE Vernova
GEV
$227B
| – | – |
-8,511
|
|
||
|
ETH
439
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
| – | – |
-1,286
|
|
||
|
BTC
440
Grayscale Bitcoin Mini Trust ETF
BTC
$2.98B
| – | – |
-2,141
|
|
||
|
AMTM
441
Amentum Holdings
AMTM
$7.48B
| – | – |
-6,448
|
|
||
442
Dow Inc
DOW
$22.1B
| – | – |
-5,029
|
|
||
443
Elevance Health
ELV
$62.7B
| – | – |
-4,785
|
|