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 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
301
$28.1K ﹤0.01%
+200
302
$27.5K ﹤0.01%
+239
303
$27.4K ﹤0.01%
+490
304
$27.2K ﹤0.01%
+200
305
$27.2K ﹤0.01%
+180
306
$27.1K ﹤0.01%
+530
307
$27K ﹤0.01%
+240
308
$26.7K ﹤0.01%
+284
309
$26.2K ﹤0.01%
+900
310
$25.6K ﹤0.01%
+94
311
$24.9K ﹤0.01%
+595
312
$24.9K ﹤0.01%
+150
313
$24.5K ﹤0.01%
+77
314
$24.3K ﹤0.01%
+981
315
$24.1K ﹤0.01%
+197
316
$23.7K ﹤0.01%
+485
317
$23.2K ﹤0.01%
+156
318
$22.8K ﹤0.01%
+1,154
319
$22.6K ﹤0.01%
+224
320
$22.5K ﹤0.01%
+9,234
321
$22.2K ﹤0.01%
+1,627
322
$22K ﹤0.01%
+228
323
$21.7K ﹤0.01%
+120
324
$21.6K ﹤0.01%
+300
325
$21.4K ﹤0.01%
+74