BW
Bison Wealth Portfolio holdings
AUM
$454M
1-Year Return
22.76%
This Quarter Return
+3.35%
1 Year Return
+22.76%
3 Year Return
+37.43%
5 Year Return
+108.72%
10 Year Return
+234.5%
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
24.06%
Holding
197
New
196
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.06M |
| 2 |
Apple
AAPL
|
$4M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
$3.39M |
| 4 |
American Express
AXP
|
$3.02M |
| 5 |
Exxon Mobil
XOM
|
$2.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.28% |
| 2 | Technology | 10.13% |
| 3 | Energy | 8.73% |
| 4 | Consumer Staples | 8.62% |
| 5 | Healthcare | 8.47% |
