ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $707M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Sells

1 +$53.7M
2 +$42.3M
3 +$21.3M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$20.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.72M

Sector Composition

1 Technology 4.81%
2 Financials 3.6%
3 Consumer Staples 2.16%
4 Healthcare 2.03%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$25.3K ﹤0.01%
1,260
302
$25.3K ﹤0.01%
54
+9
303
$25.1K ﹤0.01%
1,941
304
$25.1K ﹤0.01%
220
305
$25.1K ﹤0.01%
311
+132
306
$24.8K ﹤0.01%
55
307
$24.6K ﹤0.01%
150
308
$24.4K ﹤0.01%
750
309
$24.3K ﹤0.01%
266
310
$24.1K ﹤0.01%
153
+46
311
$24K ﹤0.01%
103
312
$23.6K ﹤0.01%
139
313
$23.5K ﹤0.01%
98
314
$23.5K ﹤0.01%
356
+119
315
$23.4K ﹤0.01%
501
316
$23.1K ﹤0.01%
166
317
$23K ﹤0.01%
74
318
$22.9K ﹤0.01%
626
319
$22.9K ﹤0.01%
47
320
$22.8K ﹤0.01%
94
321
$22.8K ﹤0.01%
307
322
$22.3K ﹤0.01%
214
323
$22.1K ﹤0.01%
71
-274
324
$22.1K ﹤0.01%
297
+106
325
$22.1K ﹤0.01%
84