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 Buys

1
+$74.7M
2
+$54.6M
3
+$42.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.9M
5
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$37.5M

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
376
$5.38K ﹤0.01%
+86
377
$5.13K ﹤0.01%
+101
378
$4.95K ﹤0.01%
+166
379
$4.92K ﹤0.01%
+48
380
$4.67K ﹤0.01%
+85
381
$4.34K ﹤0.01%
+73
382
$4.34K ﹤0.01%
+107
383
$4.22K ﹤0.01%
+55
384
$4.1K ﹤0.01%
+75
385
$3.96K ﹤0.01%
+480
386
$3.67K ﹤0.01%
+246
387
$3.43K ﹤0.01%
+84
388
$3.25K ﹤0.01%
+68
389
$2.84K ﹤0.01%
+137
390
$2.83K ﹤0.01%
+1,290
391
$2.15K ﹤0.01%
+137
392
$1.53K ﹤0.01%
+74
393
$1.4K ﹤0.01%
+33
394
$1.36K ﹤0.01%
+62
395
$559 ﹤0.01%
+5
396
$346 ﹤0.01%
+2
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