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
$10.3K0%355 New
+$10.3K
$10.2K0%83 New
+$10.2K
$10.2K0%70 New
+$10.2K
$10K0%750 New
+$10K
$9.49K0%200 New
+$9.49K
$9.41K0%131 New
+$9.41K
$9.13K0%320 New
+$9.13K
$8.9K0%50 New
+$8.9K
$7.81K0%299 New
+$7.81K
$7.18K0%432 New
+$7.18K
$7.07K0%249 New
+$7.07K
$6.11K0%86 New
+$6.11K
$5.99K0%401 New
+$5.99K
$5.78K0%300 New
+$5.78K
$5.42K0%20 New
+$5.42K
$5.25K0%48 New
+$5.25K
$5.15K0%480 New
+$5.15K
$4.93K0%107 New
+$4.93K
$4.4K0%85 New
+$4.4K
$4.31K0%92 New
+$4.31K
$3.25K0%84 New
+$3.25K
$2.88K0%14 New
+$2.88K
$2.57K0%30 New
+$2.57K
$2.55K0%82 New
+$2.55K
$2.49K0%148 New
+$2.49K
1 1314151617