ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $688M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.06%
2 Financials 3.52%
3 Healthcare 1.98%
4 Consumer Discretionary 1.89%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$17K ﹤0.01%
224
352
$16.6K ﹤0.01%
58
+9
353
$16.5K ﹤0.01%
207
354
$16.3K ﹤0.01%
+84
355
$16K ﹤0.01%
300
356
$15.8K ﹤0.01%
+475
357
$15.7K ﹤0.01%
189
358
$15.5K ﹤0.01%
636
359
$15.5K ﹤0.01%
198
360
$15.4K ﹤0.01%
496
361
$15.4K ﹤0.01%
55
362
$15K ﹤0.01%
492
363
$15K ﹤0.01%
+103
364
$14.8K ﹤0.01%
600
365
$14.6K ﹤0.01%
350
366
$14.5K ﹤0.01%
174
367
$14.3K ﹤0.01%
70
368
$14.3K ﹤0.01%
74
369
$14.2K ﹤0.01%
+194
370
$13.8K ﹤0.01%
440
371
$12.6K ﹤0.01%
42
372
$12.5K ﹤0.01%
355
373
$12.4K ﹤0.01%
750
374
$11.9K ﹤0.01%
147
375
$11.6K ﹤0.01%
326