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
376
$10.3K ﹤0.01%
+355
377
$10.2K ﹤0.01%
+83
378
$10.2K ﹤0.01%
+70
379
$10K ﹤0.01%
+750
380
$9.49K ﹤0.01%
+200
381
$9.41K ﹤0.01%
+131
382
$9.13K ﹤0.01%
+320
383
$8.9K ﹤0.01%
+50
384
$7.81K ﹤0.01%
+299
385
$7.18K ﹤0.01%
+432
386
$7.07K ﹤0.01%
+249
387
$6.11K ﹤0.01%
+86
388
$5.99K ﹤0.01%
+401
389
$5.78K ﹤0.01%
+300
390
$5.42K ﹤0.01%
+20
391
$5.25K ﹤0.01%
+48
392
$5.15K ﹤0.01%
+480
393
$4.93K ﹤0.01%
+107
394
$4.4K ﹤0.01%
+85
395
$4.31K ﹤0.01%
+92
396
$3.25K ﹤0.01%
+84
397
$2.88K ﹤0.01%
+14
398
$2.56K ﹤0.01%
+30
399
$2.55K ﹤0.01%
+82
400
$2.49K ﹤0.01%
+148
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