ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $707M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$29.1M
3
+$23M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$20.8M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$19.4M

Top Sells

1
+$53.7M
2
+$42.3M
3
+$21.3M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$20.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.72M

Sector Composition

1 Technology 4.81%
2 Financials 3.6%
3 Consumer Staples 2.16%
4 Healthcare 2.03%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17.8K ﹤0.01%
+132
352
$17.7K ﹤0.01%
326
353
$17.6K ﹤0.01%
138
354
$17.6K ﹤0.01%
209
355
$17.4K ﹤0.01%
74
356
$16K ﹤0.01%
+198
357
$15.9K ﹤0.01%
496
-1,779
358
$15.7K ﹤0.01%
440
359
$15.5K ﹤0.01%
+207
360
$15.5K ﹤0.01%
+636
361
$15.2K ﹤0.01%
327
362
$15K ﹤0.01%
189
363
$14.8K ﹤0.01%
492
364
$14.7K ﹤0.01%
+42
365
$14.5K ﹤0.01%
300
366
$14.4K ﹤0.01%
28
367
$13.9K ﹤0.01%
174
368
$13.7K ﹤0.01%
825
369
$13.6K ﹤0.01%
182
370
$13.3K ﹤0.01%
55
371
$13.1K ﹤0.01%
350
372
$12.8K ﹤0.01%
70
373
$12.2K ﹤0.01%
600
374
$11.6K ﹤0.01%
750
375
$11.1K ﹤0.01%
200
13 14
15
16 17