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
$210M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.14%
2 Industrials 1.73%
3 Healthcare 1.47%
4 Consumer Discretionary 1.2%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.11%
3,182
+3
52
$214K 0.1%
+1,945
53
$186K 0.09%
11,100
+2