ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $623M
AUM
$623M
AUM Growth
–
Cap. Flow
+$623M
Cap. Flow %
100%
Top 10 Hldgs %
63.69%
Holding
406
New
406
Increased
–
Reduced
–
Closed
–

Top Buys

1
$73.2M
2
$56.3M
3
$54.2M
4
$52.9M
5
$43.2M

Top Sells

No sells this quarter

Sector Composition

1Technology4.11%
2Financials3.75%
3Consumer Staples2.5%
4Healthcare2.39%
5Consumer Discretionary2.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$48.9K0.01%105 New
+$48.9K
$48.7K0.01%340 New
+$48.7K
$48K0.01%527 New
+$48K
$47.2K0.01%300 New
+$47.2K
$46.7K0.01%1,617 New
+$46.7K
$46.3K0.01%93 New
+$46.3K
$46.3K0.01%474 New
+$46.3K
$44.2K0.01%293 New
+$44.2K
$43.1K0.01%65 New
+$43.1K
$42.7K0.01%292 New
+$42.7K
$41.5K0.01%9 New
+$41.5K
$41.5K0.01%518 New
+$41.5K
$40.5K0.01%77 New
+$40.5K
$40K0.01%250 New
+$40K
$39.8K0.01%91 New
+$39.8K
$39.7K0.01%581 New
+$39.7K
$39.2K0.01%395 New
+$39.2K
$39K0.01%197 New
+$39K
$38.8K0.01%649 New
+$38.8K
$38.2K0.01%347 New
+$38.2K
$38K0.01%460 New
+$38K
$36.7K0.01%900 New
+$36.7K
$35.4K0.01%52 New
+$35.4K
$34.9K0.01%637 New
+$34.9K
$34.4K0.01%223 New
+$34.4K
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