ABWM
Alpine Bank Wealth Management Portfolio holdings
AUM
$662M
1 Year Est. Return
–
AUM
$623M
AUM Growth
–
Holding
406
Top Buys
| 1 | +$73.2M | |
| 2 | +$56.3M | |
| 3 | +$54.2M | |
| 4 |
Simplify Hedged Equity ETF
HEQT
|
+$52.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
DXC Technology
DXC
$2.3B
| $2.34K | ﹤0.01% |
+137
|
|
||
402
Invesco Financial Preferred ETF
PGF
$796M
| $1.96K | ﹤0.01% |
+137
|
|
||
403
Fox Class A
FOXA
$25.9B
| $1.87K | ﹤0.01% |
+33
|
|
||
404
NewMarket
NEU
$7.26B
| $1.7K | ﹤0.01% |
+3
|
|
||
405
Marriott Vacations Worldwide
VAC
$2.31B
| $321 | ﹤0.01% |
+5
|
|
||
406
Lennar Class B
LEN.B
$29.9B
| $218 | ﹤0.01% |
+2
|
|