ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $623M
AUM
$623M
AUM Growth
–
Cap. Flow
+$623M
Cap. Flow %
100%
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

1Technology4.11%
2Financials3.75%
3Consumer Staples2.5%
4Healthcare2.39%
5Consumer Discretionary2.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$22.2K0%276 New
+$22.2K
$21.8K0%124 New
+$21.8K
$21.7K0%214 New
+$21.7K
$21.3K0%295 New
+$21.3K
$21.3K0%1,120 New
+$21.3K
$21K0%200 New
+$21K
$20.7K0%44 New
+$20.7K
$20.4K0%300 New
+$20.4K
$19.9K0%90 New
+$19.9K
$19.8K0%326 New
+$19.8K
$19.7K0%127 New
+$19.7K
$19.6K0%228 New
+$19.6K
$19.6K0%84 New
+$19.6K
$19.5K0%981 New
+$19.5K
$18.9K0%117 New
+$18.9K
$18.9K0%107 New
+$18.9K
$18.2K0%156 New
+$18.2K
$18.2K0%162 New
+$18.2K
$18.1K0%209 New
+$18.1K
$18K0%224 New
+$18K
$17.8K0%77 New
+$17.8K
$17.8K0%265 New
+$17.8K
$17.7K0%825 New
+$17.7K
$17.6K0%138 New
+$17.6K
$17.1K0%581 New
+$17.1K
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