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
251
$43.3K 0.01%
+551
252
$41.8K 0.01%
+11,099
253
$41.7K 0.01%
+223
254
$41.2K 0.01%
+719
255
$40.9K 0.01%
+68
256
$40.9K 0.01%
+95
257
$40.8K 0.01%
+800
258
$40.1K 0.01%
+977
259
$39.8K 0.01%
+603
260
$39.1K 0.01%
+191
261
$38.3K 0.01%
+460
262
$38.1K 0.01%
+69
263
$37.7K 0.01%
+393
264
$37.4K 0.01%
+900
265
$36.3K 0.01%
+192
266
$35.9K 0.01%
+505
267
$35.8K 0.01%
+242
268
$35.7K 0.01%
+76
269
$35.5K 0.01%
+1,065
270
$35.1K 0.01%
+418
271
$35K 0.01%
+859
272
$34.9K 0.01%
+150
273
$34.7K 0.01%
+558
274
$34.6K 0.01%
+128
275
$34.5K 0.01%
+300
9 10
11
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