BW
Bison Wealth Portfolio holdings
AUM
$454M
1-Year Return
22.76%
This Quarter Return
+0.97%
1 Year Return
+22.76%
3 Year Return
+37.43%
5 Year Return
+108.72%
10 Year Return
+234.5%
AUM
$165M
AUM Growth
+$32.6M
(+25%)
Cap. Flow
+$33.3M
Cap. Flow
% of AUM
20.2%
Top 10 Holdings %
Top 10 Hldgs %
21.62%
Holding
257
New
60
Increased
114
Reduced
36
Closed
31
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.08M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$2.96M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$1.57M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.48M |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
$1.45M |
Top Sells
Sector Composition
| 1 | Financials | 12.22% |
| 2 | Technology | 8.9% |
| 3 | Healthcare | 8.82% |
| 4 | Consumer Staples | 7.46% |
| 5 | Energy | 7.05% |
