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
351
$14.2K ﹤0.01%
+28
352
$13.9K ﹤0.01%
+147
353
$12.9K ﹤0.01%
+350
354
$12.9K ﹤0.01%
+355
355
$12.7K ﹤0.01%
+128
356
$12.1K ﹤0.01%
+100
357
$12K ﹤0.01%
+257
358
$11.5K ﹤0.01%
+381
359
$11.1K ﹤0.01%
+750
360
$10.9K ﹤0.01%
+83
361
$10.9K ﹤0.01%
+200
362
$10.9K ﹤0.01%
+401
363
$9.71K ﹤0.01%
+94
364
$9.66K ﹤0.01%
+131
365
$9.1K ﹤0.01%
+299
366
$8.4K ﹤0.01%
+249
367
$8.34K ﹤0.01%
+61
368
$8.06K ﹤0.01%
+432
369
$7.03K ﹤0.01%
+98
370
$6.38K ﹤0.01%
+500
371
$6.04K ﹤0.01%
+300
372
$5.9K ﹤0.01%
+121
373
$5.68K ﹤0.01%
+150
374
$5.64K ﹤0.01%
+65
375
$5.54K ﹤0.01%
+20