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
251
$34.3K 0.01%
+820
252
$34.1K 0.01%
+164
253
$33.6K 0.01%
+57
254
$33.6K 0.01%
+262
255
$33.4K 0.01%
+300
256
$33.1K 0.01%
+164
257
$33K 0.01%
+348
258
$33K 0.01%
+65
259
$32.5K 0.01%
+76
260
$32.2K 0.01%
+467
261
$32.2K 0.01%
+291
262
$32.1K 0.01%
+665
263
$32K 0.01%
+60
264
$31.9K 0.01%
+195
265
$31.8K 0.01%
+120
266
$31.2K 0.01%
+678
267
$30.7K ﹤0.01%
+900
268
$30.6K ﹤0.01%
+780
269
$30.3K ﹤0.01%
+505
270
$30.2K ﹤0.01%
+241
271
$29.6K ﹤0.01%
+700
272
$29.5K ﹤0.01%
+200
273
$29.2K ﹤0.01%
+300
274
$29.1K ﹤0.01%
+418
275
$28.9K ﹤0.01%
+47
9 10
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