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
$28.7K0%446 New
+$28.7K
$28.6K0%220 New
+$28.6K
$28.6K0%125 New
+$28.6K
$28.6K0%2,099 New
+$28.6K
$28.1K0%134 New
+$28.1K
$27.8K0%424 New
+$27.8K
$27.8K0%141 New
+$27.8K
$27.4K0%197 New
+$27.4K
$27.3K0%103 New
+$27.3K
$27.2K0%135 New
+$27.2K
$27.1K0%558 New
+$27.1K
$26.8K0%548 New
+$26.8K
$26.8K0%284 New
+$26.8K
$26.6K0%879 New
+$26.6K
$26.5K0%220 New
+$26.5K
$26.4K0%490 New
+$26.4K
$26.2K0%530 New
+$26.2K
$26.1K0%979 New
+$26.1K
$25.8K0%191 New
+$25.8K
$25.6K0%265 New
+$25.6K
$25.5K0%501 New
+$25.5K
$25.4K0%525 New
+$25.4K
$25.3K0%55 New
+$25.3K
$25.2K0%300 New
+$25.2K
$24.9K0%74 New
+$24.9K
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