BILTMORE WEALTH Overview
Biltmore Wealth Management Llc is an investment advisor that manages 142.2 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/20. The fund's latest filing disclosed 155MM in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/20. The fund's latest filing disclosed 155MM in positions, representing 109% of the manager's regulatory AUM.
BILTMORE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BILTMORE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SHM | 36.72% | ETF | 0.43% | -1.06% | 4 | 4% | ||
| SHY | 8.3% | ETF | 0.03% | -0.23% | 0 | 11% | ||
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FEATURED IN
BILTMORE WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kevin J. Sweeney | Chief Compliance Officer/Member | January-2010 |
| Timothy A. Carpenter | Managing Member | January-2010 |
BILTMORE WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BILTMORE WEALTH Investment Strategy
BILTMORE WEALTH Portfolio Concentration
BILTMORE WEALTH Location
6720 N. SCOTTSDALE ROAD
SUITE 110
SCOTTSDALE, Arizona
UNITED STATES, 85253
SUITE 110
SCOTTSDALE, Arizona
UNITED STATES, 85253
BILTMORE WEALTH Contact Information
Phone Number: 480-998-1819
Fax Number: 480-948-3839
Website: null
Fax Number: 480-948-3839
Website: null
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