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
26
$3.74M 0.6%
+59,402
27
$3.7M 0.59%
+30,453
28
$3.54M 0.57%
+7,699
29
$3.52M 0.56%
+13,004
30
$3.5M 0.56%
+69,997
31
$3.46M 0.55%
+20,691
32
$3.11M 0.5%
+11,614
33
$3.06M 0.49%
+33,286
34
$2.84M 0.45%
+56,500
35
$2.56M 0.41%
+15,042
36
$2.5M 0.4%
+21,330
37
$2.49M 0.4%
+4,345
38
$2.4M 0.38%
+2,712
39
$2.31M 0.37%
+13,220
40
$2.25M 0.36%
+20,900
41
$2.21M 0.35%
+18,873
42
$2.16M 0.35%
+12,715
43
$2.15M 0.34%
+30,218
44
$2.05M 0.33%
+24,572
45
$2.04M 0.33%
+10,959
46
$2.01M 0.32%
+15,170
47
$2M 0.32%
+8,230
48
$1.9M 0.3%
+19,457
49
$1.88M 0.3%
+6,802
50
$1.82M 0.29%
+16,033
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