BWM

Biltmore Wealth Management Portfolio holdings

AUM $247M
1-Year Est. Return 12.51%
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$81.9K
2 +$24.2K
3 +$158
4
UPS icon
United Parcel Service
UPS
+$115

Sector Composition

1 Consumer Staples 2.14%
2 Industrials 2.06%
3 Consumer Discretionary 1.71%
4 Utilities 1.05%
5 Materials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$128K 0.12%
542
+347
27
-21,641