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
$257M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$909K
2 +$318K
3 +$165K
4
NVDA icon
NVIDIA
NVDA
+$125K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$111K

Top Sells

1 +$758K
2 +$613K
3 +$354K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$204K
5
VZ icon
Verizon
VZ
+$204K

Sector Composition

1 Technology 1.7%
2 Industrials 1.53%
3 Healthcare 1.39%
4 Consumer Staples 1.22%
5 Communication Services 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,234
52
-3,921