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
326
$22.2K ﹤0.01%
+276
327
$21.8K ﹤0.01%
+124
328
$21.7K ﹤0.01%
+214
329
$21.3K ﹤0.01%
+295
330
$21.3K ﹤0.01%
+1,120
331
$21K ﹤0.01%
+200
332
$20.7K ﹤0.01%
+44
333
$20.4K ﹤0.01%
+300
334
$19.9K ﹤0.01%
+90
335
$19.8K ﹤0.01%
+326
336
$19.7K ﹤0.01%
+127
337
$19.6K ﹤0.01%
+228
338
$19.6K ﹤0.01%
+84
339
$19.5K ﹤0.01%
+981
340
$18.9K ﹤0.01%
+117
341
$18.9K ﹤0.01%
+107
342
$18.2K ﹤0.01%
+156
343
$18.2K ﹤0.01%
+162
344
$18.1K ﹤0.01%
+209
345
$18K ﹤0.01%
+224
346
$17.8K ﹤0.01%
+77
347
$17.8K ﹤0.01%
+265
348
$17.7K ﹤0.01%
+825
349
$17.6K ﹤0.01%
+138
350
$17.1K ﹤0.01%
+581