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
$205M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$569K
3 +$281K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$276K
5
GLD icon
SPDR Gold Trust
GLD
+$99.7K

Sector Composition

1 Industrials 2.01%
2 Consumer Discretionary 1.54%
3 Technology 1.16%
4 Healthcare 1.15%
5 Real Estate 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,581