ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $688M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.06%
2 Financials 3.52%
3 Healthcare 1.98%
4 Consumer Discretionary 1.89%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$26.2K ﹤0.01%
150
302
$26.1K ﹤0.01%
53
+25
303
$26.1K ﹤0.01%
214
+23
304
$26.1K ﹤0.01%
3,262
+1,114
305
$25.9K ﹤0.01%
+513
306
$25.9K ﹤0.01%
316
+50
307
$25.8K ﹤0.01%
556
+229
308
$25.8K ﹤0.01%
457
-91
309
$25.6K ﹤0.01%
74
310
$25.5K ﹤0.01%
134
311
$25.2K ﹤0.01%
139
312
$25K ﹤0.01%
197
-26
313
$24.9K ﹤0.01%
+72
314
$24.5K ﹤0.01%
214
315
$24.5K ﹤0.01%
71
316
$24.3K ﹤0.01%
870
317
$24.1K ﹤0.01%
84
318
$24K ﹤0.01%
117
319
$23.9K ﹤0.01%
94
320
$23.6K ﹤0.01%
415
321
$23.4K ﹤0.01%
125
322
$23.4K ﹤0.01%
501
323
$23.1K ﹤0.01%
369
324
$22.9K ﹤0.01%
297
325
$22.6K ﹤0.01%
+223