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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$796K
2 +$352K
3 +$258K
4
DIS icon
Walt Disney
DIS
+$242K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$220K

Sector Composition

1 Industrials 1.37%
2 Technology 1.29%
3 Healthcare 1.25%
4 Consumer Staples 1.04%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-816
52
-6,352