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
76
$1.82M 0.34%
30,290
+14,361
77
$1.81M 0.34%
11,038
+160
78
$1.8M 0.33%
34,783
+13,722
79
$1.74M 0.32%
9,480
+2,470
80
$1.72M 0.32%
19,890
+1,730
81
$1.72M 0.32%
28,525
+4,642
82
$1.71M 0.32%
5,596
+462
83
$1.69M 0.31%
+22,528
84
$1.68M 0.31%
22,697
+4,338
85
$1.64M 0.31%
60,179
-856
86
$1.6M 0.3%
10,188
+4,327
87
$1.6M 0.3%
8,886
+3,375
88
$1.58M 0.29%
35,742
+460
89
$1.57M 0.29%
5,089
+1,496
90
$1.56M 0.29%
33,949
+6,890
91
$1.55M 0.29%
15,785
+2,727
92
$1.54M 0.29%
18,017
-6,000
93
$1.52M 0.28%
19,746
+16,686
94
$1.5M 0.28%
7,243
+1,664
95
$1.49M 0.28%
93,706
+25,687
96
$1.48M 0.28%
21,456
+1,140
97
$1.48M 0.27%
39,682
+12,823
98
$1.47M 0.27%
4,284
+591
99
$1.43M 0.27%
11,998
+2,313
100
$1.41M 0.26%
3,175
-1
2 3
4
5 6