ABWM
Alpine Bank Wealth Management Portfolio holdings
AUM
$662M
This Quarter Return
+8.35%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$662M
AUM Growth
+$38.6M
(+6.2%)
Cap. Flow
-$2.05M
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
64.44%
Holding
445
New
39
Increased
60
Reduced
104
Closed
30
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.81% |
| 2 | Financials | 3.6% |
| 3 | Consumer Staples | 2.16% |
| 4 | Healthcare | 2.03% |
| 5 | Consumer Discretionary | 1.89% |
