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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
9
4
0
2
2
0
3
7
1
BILTMORE WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings48

Total Value ($x1000)187,652
Activities
New33

Increased9

Unchanged3

Decreased3

Sold Out24

Top 10 Stock Holdingstotal 85.68%
SHM33.02

XLY9.18

XLI7.87

XLK7.79

SHY7.08

 
XLE6.7

XLB4.34

XLV4.06

XLP2.94

XLU2.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHM
33.02%
NUVN BR SHT MUNI
XLY
9.18%
SBI CONS DISCR
XLI
7.87%
SBI INT-INDS
XLK
7.79%
TECHNOLOGY
SHY
7.08%
1-3 YR TR BD ETF
XLE
6.7%
SBI INT-ENERGY
XLB
4.34%
SBI MATERIALS
XLV
4.06%
SBI HEALTHCARE
XLP
2.94%
SBI CONS STPLS
XLU
2.7%
SBI INT-UTILS
GLD
2.25%
GOLD SHS
PGX
1.92%
PFD ETF
XLC
1.26%
COMMUNICATION
AMZN
0.35%
COM
CMCSA
0.34%
CL A
DHI
0.33%
COM
BA
0.33%
COM
MAS
0.32%
COM
AME
0.31%
COM
EQIX
0.31%
COM PAR $0.001
PWR
0.31%
COM
APTV
0.31%
SHS
ARE
0.3%
COM
AVY
0.3%
COM
RTN
0.29%
COM NEW
HON
0.29%
COM
HAS
0.28%
COM
HRS
0.27%
COM
NUE
0.26%
COM
PYPL
0.26%
COM
FLT
0.26%
COM
KEYS
0.26%
COM
BHGE
0.25%
CL A
EP/PC
0.25%
PFD CV TR SECS
VNOM
0.24%
COM UNT RP INT
WMB
0.24%
COM
FIS
0.23%
COM
FTI
0.23%
COM
DXC
0.22%
COM
TEL
0.22%
REG SHS
MPC
0.21%
COM
HCA
0.21%
COM
ANTM
0.21%
COM
ABC
0.2%
COM
HAL
0.19%
COM
XOM
0.13%
COM
T
0.13%
COM
TRCH
0.06%
COM
XLF
3.28%
SBI INT-FINL
PDBC
1.62%
OPTIMUM YIELD
PFE
0.91%
COM
YUM
0.85%
COM
CME
0.82%
COM
AXP
0.78%
COM
COST
0.71%
COM
AMGN
0.7%
COM
ADP
0.66%
COM
VMW
0.64%
CL A COM
STE
0.63%
SHS USD
CVS
0.6%
COM
AAPL
0.58%
COM
PPL
0.54%
COM
NOC
0.49%
COM
BBY
0.47%
COM
PGR
0.47%
COM
TGT
0.41%
COM
PVH
0.39%
COM
GILD
0.39%
COM
LYB
0.31%
SHS - A -
TSN
0.28%
CL A
CCL
0.26%
PAIRED CTF
JNJ
0.24%
COM