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
$248M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$10.3M
2 +$1.25M
3 +$510K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$394K
5
ABT icon
Abbott
ABT
+$211K

Sector Composition

1 Technology 1.84%
2 Industrials 1.36%
3 Healthcare 1.25%
4 Consumer Staples 0.92%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.08%
+1,940
52
-1,920