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
$117M
AUM Growth
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$711K
2 +$667K
3 +$539K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$453K
5
WYNN icon
Wynn Resorts
WYNN
+$394K

Top Sells

1 +$1.03M
2 +$957K
3 +$811K
4
FGP
Ferrellgas Partners, L.P.
FGP
+$694K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$649K

Sector Composition

1 Financials 10.69%
2 Technology 8.78%
3 Consumer Staples 8.47%
4 Healthcare 8.15%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-12,095
202
-13,020
203
-13,040
204
-9,114
205
-11,615
206
-19,548