ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $711M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$74.7M
2
+$54.6M
3
+$42.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.9M
5
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$37.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.67%
2 Technology 4.31%
3 Consumer Staples 2.62%
4 Consumer Discretionary 2.21%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53.2K 0.01%
+232
227
$52.4K 0.01%
+378
228
$52.1K 0.01%
+1,357
229
$52K 0.01%
+385
230
$50.9K 0.01%
+1,114
231
$50.8K 0.01%
+518
232
$49.7K 0.01%
+354
233
$49.4K 0.01%
+2,235
234
$48.9K 0.01%
+293
235
$48.8K 0.01%
+907
236
$48.6K 0.01%
+744
237
$48.6K 0.01%
+234
238
$48.1K 0.01%
+242
239
$47.1K 0.01%
+929
240
$46.8K 0.01%
+474
241
$46.5K 0.01%
+90
242
$46.2K 0.01%
+1,303
243
$45.9K 0.01%
+342
244
$45.6K 0.01%
+5,358
245
$45.4K 0.01%
+395
246
$45.4K 0.01%
+2,350
247
$45.1K 0.01%
+433
248
$45K 0.01%
+4,148
249
$43.6K 0.01%
+250
250
$43.3K 0.01%
+745
8 9
10
11 12