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
$17K0%1,154 New
+$17K
$17K0%174 New
+$17K
$16.6K0%327 New
+$16.6K
$16.5K0%45 New
+$16.5K
$16.3K0%74 New
+$16.3K
$16.2K0%440 New
+$16.2K
$16.1K0%155 New
+$16.1K
$16K0%182 New
+$16K
$15.9K0%189 New
+$15.9K
$15.9K0%163 New
+$15.9K
$15.7K0%179 New
+$15.7K
$15.2K0%600 New
+$15.2K
$15.1K0%395 New
+$15.1K
$13.9K0%709 New
+$13.9K
$13.6K0%350 New
+$13.6K
$13.4K0%55 New
+$13.4K
$13.2K0%241 New
+$13.2K
$13.1K0%300 New
+$13.1K
$13K0%237 New
+$13K
$12.3K0%191 New
+$12.3K
$12K0%28 New
+$12K
$11.9K0%492 New
+$11.9K
$11.8K0%100 New
+$11.8K
$11.4K0%381 New
+$11.4K
$10.6K0%147 New
+$10.6K
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