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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.
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6
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BILTMORE WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings38

Total Value ($x1000)110,943
Activities
New4

Increased17

Unchanged3

Decreased14

Sold Out2

Top 10 Stock Holdingstotal 85.47%
XLV13.33

XLK13.07

XLY11.05

XLP9.56

SHY9.22

 
XLI7.29

XLB6.12

XLU5.7

PGX5.1

XLE5.03

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XLV
13.33%
SBI HEALTHCARE
XLK
13.07%
TECHNOLOGY
XLY
11.05%
SBI CONS DISCR
XLP
9.56%
SBI CONS STPLS
SHY
9.22%
1-3 YR TR BD ETF
XLI
7.29%
SBI INT-INDS
XLB
6.12%
SBI MATERIALS
XLU
5.7%
SBI INT-UTILS
PGX
5.1%
AGG PFD PORT
XLE
5.03%
SBI INT-ENERGY
THO
1.01%
COM
NOC
0.95%
COM
AXP
0.89%
COM
PVH
0.8%
COM
BBY
0.8%
COM
AAPL
0.76%
COM
UPS
0.73%
CL B
SAFM
0.72%
COM
TSN
0.71%
CL A
PCAR
0.67%
COM
PFE
0.66%
COM
TGT
0.62%
COM
KHC
0.54%
COM
IBM
0.5%
COM
MPC
0.48%
COM
PPL
0.45%
COM
IP
0.43%
COM
LYB
0.42%
SHS - A -
GIS
0.33%
COM
CVS
0.33%
COM
GILD
0.32%
COM
T
0.26%
COM
XOM
0.23%
COM
FIX
0.21%
COM
CDW
0.21%
COM
AMZN
0.2%
COM
MCK
0.19%
COM
TRCH
0.08%
COM
IEI
1.29%
3-7 YR TR BD ETF
OI
0.21%
COM NEW