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 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
276
$28.7K ﹤0.01%
+446
277
$28.6K ﹤0.01%
+220
278
$28.6K ﹤0.01%
+125
279
$28.6K ﹤0.01%
+2,099
280
$28.1K ﹤0.01%
+134
281
$27.8K ﹤0.01%
+424
282
$27.8K ﹤0.01%
+141
283
$27.4K ﹤0.01%
+197
284
$27.3K ﹤0.01%
+103
285
$27.2K ﹤0.01%
+135
286
$27.1K ﹤0.01%
+558
287
$26.8K ﹤0.01%
+548
288
$26.8K ﹤0.01%
+284
289
$26.6K ﹤0.01%
+879
290
$26.5K ﹤0.01%
+220
291
$26.4K ﹤0.01%
+490
292
$26.2K ﹤0.01%
+530
293
$26.1K ﹤0.01%
+979
294
$25.8K ﹤0.01%
+191
295
$25.6K ﹤0.01%
+265
296
$25.5K ﹤0.01%
+501
297
$25.4K ﹤0.01%
+525
298
$25.3K ﹤0.01%
+55
299
$25.2K ﹤0.01%
+300
300
$24.9K ﹤0.01%
+74