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
276
$34.2K 0.01%
+60
277
$33.6K 0.01%
+800
278
$33.2K 0.01%
+380
279
$32.5K 0.01%
+631
280
$32.4K 0.01%
+290
281
$32K 0.01%
+700
282
$31.9K 0.01%
+2,671
283
$31.3K 0.01%
+404
284
$31.1K 0.01%
+523
285
$30.9K ﹤0.01%
+740
286
$30.7K ﹤0.01%
+141
287
$30.2K ﹤0.01%
+170
288
$30K ﹤0.01%
+291
289
$29.9K ﹤0.01%
+113
290
$29.7K ﹤0.01%
+450
291
$29.6K ﹤0.01%
+2,303
292
$29.6K ﹤0.01%
+300
293
$29.4K ﹤0.01%
+220
294
$28.9K ﹤0.01%
+1,417
295
$28.8K ﹤0.01%
+430
296
$28.8K ﹤0.01%
+182
297
$28.5K ﹤0.01%
+522
298
$28.5K ﹤0.01%
+405
299
$28.4K ﹤0.01%
+854
300
$28.2K ﹤0.01%
+998
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