BW
Bison Wealth Portfolio holdings
AUM
$454M
1-Year Return
22.76%
This Quarter Return
+12.91%
1 Year Return
+22.76%
3 Year Return
+37.43%
5 Year Return
+108.72%
10 Year Return
+234.5%
AUM
$163M
AUM Growth
+$25.3M
(+18%)
Cap. Flow
+$8.86M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
24.1%
Holding
234
New
28
Increased
108
Reduced
51
Closed
12
Top Buys
| 1 |
ProShares VIX Short-Term Futures ETF
VIXY
|
$732K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$640K |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$482K |
| 4 |
Apple
AAPL
|
$329K |
| 5 |
eBay
EBAY
|
$311K |
Top Sells
Sector Composition
| 1 | Financials | 10.91% |
| 2 | Technology | 9.16% |
| 3 | Healthcare | 7.29% |
| 4 | Consumer Discretionary | 7.2% |
| 5 | Consumer Staples | 6.78% |
