ABWM
Alpine Bank Wealth Management Portfolio holdings
AUM $623M
AUM
$623M
AUM Growth
–
Cap. Flow
+$623M
Cap. Flow % of AUM
100%
Top 10 Holdings %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
| 1 | Technology | 4.11% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $24.9K | 0% | 166 | New | +$24.9K | |||
| $24.9K | 0% | 1,260 | New | +$24.9K | |||
| $24.7K | 0% | 1,600 | New | +$24.7K | |||
| $24.7K | 0% | 307 | New | +$24.7K | |||
| $24.5K | 0% | 750 | New | +$24.5K | |||
| $24.4K | 0% | 77 | New | +$24.4K | |||
| $24.3K | 0% | 266 | New | +$24.3K | |||
| $24.2K | 0% | 139 | New | +$24.2K | |||
| $24.1K | 0% | 132 | New | +$24.1K | |||
| $24K | 0% | 1,941 | New | +$24K | |||
| $24K | 0% | 1,637 | New | +$24K | |||
| $23.8K | 0% | 626 | New | +$23.8K | |||
| $23.8K | 0% | 116 | New | +$23.8K | |||
| $23.6K | 0% | 204 | New | +$23.6K | |||
| $23.3K | 0% | 214 | New | +$23.3K | |||
| $23.3K | 0% | 103 | New | +$23.3K | |||
| $22.9K | 0% | 415 | New | +$22.9K | |||
| $22.7K | 0% | 2,148 | New | +$22.7K | |||
| $22.6K | 0% | 94 | New | +$22.6K | |||
| $22.5K | 0% | 150 | New | +$22.5K | |||
| $22.4K | 0% | 1,103 | New | +$22.4K | |||
| $22.3K | 0% | 120 | New | +$22.3K | |||
| $22.3K | 0% | 49 | New | +$22.3K | |||
| $22.2K | 0% | 98 | New | +$22.2K | |||
| $22.2K | 0% | 233 | New | +$22.2K |
