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
476
-2,367
477
$0 ﹤0.01%
4
478
-3,458
479
$0 ﹤0.01%
+1
480
-1,020
481
-125
482
-1,400
483
-2,044
484
-11,306
485
-264
486
-1,400
487
-1,724
488
-1,430