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
326
$21.3K ﹤0.01%
+265
327
$21.2K ﹤0.01%
+245
328
$21K ﹤0.01%
+54
329
$20.4K ﹤0.01%
+182
330
$20.1K ﹤0.01%
+581
331
$19.3K ﹤0.01%
+256
332
$19.1K ﹤0.01%
+163
333
$18.9K ﹤0.01%
+403
334
$18.9K ﹤0.01%
+191
335
$18.8K ﹤0.01%
+84
336
$18.4K ﹤0.01%
+352
337
$18.4K ﹤0.01%
+150
338
$18.4K ﹤0.01%
+55
339
$18.4K ﹤0.01%
+1,096
340
$17.8K ﹤0.01%
+174
341
$17.6K ﹤0.01%
+492
342
$17.4K ﹤0.01%
+600
343
$17.3K ﹤0.01%
+709
344
$17.2K ﹤0.01%
+450
345
$16.8K ﹤0.01%
+127
346
$16.7K ﹤0.01%
+105
347
$16.7K ﹤0.01%
+590
348
$16.2K ﹤0.01%
+189
349
$15.4K ﹤0.01%
+102
350
$14.4K ﹤0.01%
+250