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
301
$24.9K ﹤0.01%
+166
302
$24.9K ﹤0.01%
+1,260
303
$24.7K ﹤0.01%
+1,600
304
$24.7K ﹤0.01%
+307
305
$24.5K ﹤0.01%
+750
306
$24.4K ﹤0.01%
+77
307
$24.3K ﹤0.01%
+266
308
$24.2K ﹤0.01%
+139
309
$24.1K ﹤0.01%
+132
310
$24K ﹤0.01%
+1,941
311
$23.9K ﹤0.01%
+1,637
312
$23.8K ﹤0.01%
+626
313
$23.8K ﹤0.01%
+116
314
$23.6K ﹤0.01%
+204
315
$23.3K ﹤0.01%
+214
316
$23.3K ﹤0.01%
+103
317
$22.9K ﹤0.01%
+415
318
$22.7K ﹤0.01%
+2,148
319
$22.6K ﹤0.01%
+94
320
$22.5K ﹤0.01%
+150
321
$22.4K ﹤0.01%
+1,103
322
$22.3K ﹤0.01%
+120
323
$22.3K ﹤0.01%
+49
324
$22.2K ﹤0.01%
+98
325
$22.2K ﹤0.01%
+233