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
101
$1.41M 0.26%
78,045
-2,638
102
$1.38M 0.26%
2,840
+166
103
$1.32M 0.24%
6,189
+610
104
$1.31M 0.24%
6,722
+821
105
$1.31M 0.24%
+14,050
106
$1.3M 0.24%
5,876
+931
107
$1.27M 0.24%
3,126
+638
108
$1.27M 0.24%
5,767
+662
109
$1.27M 0.23%
3,445
+2,486
110
$1.26M 0.23%
+21,135
111
$1.26M 0.23%
6,776
+1,942
112
$1.25M 0.23%
+39,796
113
$1.24M 0.23%
4,967
+224
114
$1.24M 0.23%
11,975
+1,063
115
$1.23M 0.23%
27,905
+557
116
$1.21M 0.23%
+12,877
117
$1.19M 0.22%
8,582
+1,296
118
$1.19M 0.22%
15,855
+320
119
$1.15M 0.21%
8,616
+1,691
120
$1.14M 0.21%
51,665
+15,389
121
$1.13M 0.21%
3,283
+165
122
$1.13M 0.21%
24,857
+12,008
123
$1.12M 0.21%
14,628
+2,004
124
$1.12M 0.21%
12,680
-1,931
125
$1.07M 0.2%
40,209
3 4
5
6 7