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
$539M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14.1M
3
+$12.4M
4
BHVN icon
Biohaven
BHVN
+$8.64M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$6.55M

Top Sells

1
+$1.06M
2
+$512K
3
+$506K
4
SSTI icon
SoundThinking
SSTI
+$491K
5
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$475K

Sector Composition

1 Technology 15.35%
2 Financials 9.72%
3 Healthcare 8.17%
4 Consumer Discretionary 6.12%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.48%
17,166
+1,241
52
$2.54M 0.47%
23,271
+3,589
53
$2.54M 0.47%
28,915
+1,736
54
$2.51M 0.47%
16,541
+3,921
55
$2.5M 0.46%
52,197
+47,422
56
$2.5M 0.46%
60,075
+6,188
57
$2.46M 0.46%
5,902
+152
58
$2.46M 0.46%
10,339
+2,202
59
$2.35M 0.44%
4,359
+1,280
60
$2.34M 0.43%
62,985
-782
61
$2.33M 0.43%
88,700
+650
62
$2.27M 0.42%
8,679
+3,054
63
$2.15M 0.4%
9,536
+2,375
64
$2.06M 0.38%
+60,639
65
$2.04M 0.38%
15,132
+3,132
66
$2.01M 0.37%
+50,116
67
$2.01M 0.37%
6,225
+716
68
$2M 0.37%
46,869
+4,108
69
$1.99M 0.37%
30,134
+1,340
70
$1.99M 0.37%
79,961
+4,567
71
$1.95M 0.36%
63,260
+2,400
72
$1.9M 0.35%
52,346
-1,458
73
$1.86M 0.34%
3,958
+1,823
74
$1.85M 0.34%
22,804
+3,154
75
$1.83M 0.34%
3,975
+567
1 2
3
4 5