We are live on ! Find out more
ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $688M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.06%
2 Financials 3.52%
3 Healthcare 1.98%
4 Consumer Discretionary 1.89%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-124
427
-77
428
-594
429
-200
430
-979
431
-137
432
-214
433
-8,250
434
-1,120
435
-33
436
-518
437
-220
438
-2
439
-105
440
-988
441
-233
442
-98
443
-750
444
-480
445
-1,637
446
-247