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

Top Buys

1
+$73.2M
2
+$56.3M
3
+$54.2M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$52.9M
5
AGRH icon
iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
+$43.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
2 Financials 3.75%
3 Consumer Staples 2.5%
4 Healthcare 2.39%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.9K 0.01%
+105
227
$48.7K 0.01%
+340
228
$48K 0.01%
+527
229
$47.2K 0.01%
+300
230
$46.7K 0.01%
+1,617
231
$46.3K 0.01%
+93
232
$46.3K 0.01%
+474
233
$44.2K 0.01%
+293
234
$43.1K 0.01%
+65
235
$42.7K 0.01%
+292
236
$41.5K 0.01%
+9
237
$41.5K 0.01%
+518
238
$40.5K 0.01%
+77
239
$40K 0.01%
+250
240
$39.8K 0.01%
+91
241
$39.7K 0.01%
+581
242
$39.2K 0.01%
+395
243
$39K 0.01%
+197
244
$38.8K 0.01%
+649
245
$38.2K 0.01%
+347
246
$38K 0.01%
+460
247
$36.7K 0.01%
+900
248
$35.4K 0.01%
+52
249
$34.9K 0.01%
+637
250
$34.4K 0.01%
+223
8 9
10
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