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
$209M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$377K
3 +$320K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$313K
5
ELV icon
Elevance Health
ELV
+$164K

Sector Composition

1 Industrials 1.89%
2 Healthcare 1.53%
3 Consumer Discretionary 1.41%
4 Technology 1.16%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,659