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 09/30/16. The fund's latest filing disclosed 113MM in positions, representing 79% of the manager's regulatory AUM.

BILTMORE WEALTH StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BILTMORE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BIL 41.13% ETF 0.02% -0.33% 1 0%
XLI 10.41% ETF 7.71% 0.54% 0 7%
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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

BILTMORE WEALTH Contact Information

Phone Number: 480-998-1819
Fax Number: 480-948-3839
Website:

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