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
$227M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.44%
2 Technology 1.36%
3 Healthcare 1.34%
4 Consumer Staples 1.09%
5 Energy 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,376