Biltmore Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Biltmore Wealth Management LLC
CRD #151365
SEC #801-81007
CIK #
AUM $240.5 MM (100% Disc, 100% US, 2020-02-06)
Employees3 (100% Investors, 0% Brokers)
Phone480-998-1819
Address6720 N Scottsdale Road
Scottsdale, AZ 85253
Source [IAPD] [Website]
Total AUM ($MM)
245196147984902008201220162021
Sector Issuer Cap ($MM) Value ($MM)
XLV 14.6
XLY 14.6
SHY 11.3
XLK 10.5
XLU 5.3
XLP 5.1
XLI 3.9
XLF 3.0
XLB 2.9
PGX 2.9
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
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