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 Buys

1
+$73.2M
2
+$56.3M
3
+$54.2M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$52.9M
5
AGRH icon
iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
+$43.2M

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
351
$17K ﹤0.01%
+1,154
352
$17K ﹤0.01%
+174
353
$16.6K ﹤0.01%
+327
354
$16.5K ﹤0.01%
+45
355
$16.3K ﹤0.01%
+74
356
$16.2K ﹤0.01%
+440
357
$16.1K ﹤0.01%
+155
358
$16K ﹤0.01%
+182
359
$15.9K ﹤0.01%
+189
360
$15.9K ﹤0.01%
+163
361
$15.7K ﹤0.01%
+179
362
$15.2K ﹤0.01%
+600
363
$15.1K ﹤0.01%
+395
364
$13.9K ﹤0.01%
+709
365
$13.6K ﹤0.01%
+350
366
$13.4K ﹤0.01%
+55
367
$13.2K ﹤0.01%
+241
368
$13.1K ﹤0.01%
+300
369
$13K ﹤0.01%
+237
370
$12.3K ﹤0.01%
+191
371
$12K ﹤0.01%
+28
372
$11.9K ﹤0.01%
+492
373
$11.8K ﹤0.01%
+100
374
$11.4K ﹤0.01%
+381
375
$10.6K ﹤0.01%
+147
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