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
51
$1.81M 0.29%
+5,953
52
$1.78M 0.28%
+15,641
53
$1.7M 0.27%
+3,442
54
$1.69M 0.27%
+3,201
55
$1.51M 0.24%
+9,104
56
$1.5M 0.24%
+18,144
57
$1.49M 0.24%
+10,107
58
$1.48M 0.24%
+5,445
59
$1.44M 0.23%
+25,025
60
$1.4M 0.22%
+20,665
61
$1.27M 0.2%
+7,858
62
$1.27M 0.2%
+5,092
63
$1.26M 0.2%
+3,478
64
$1.23M 0.2%
+5,954
65
$1.15M 0.18%
+9,272
66
$1.09M 0.17%
+46,357
67
$1.08M 0.17%
+6,209
68
$1.07M 0.17%
+3,605
69
$1.07M 0.17%
+10,963
70
$1.05M 0.17%
+36,630
71
$989K 0.16%
+2,440
72
$968K 0.15%
+1,960
73
$939K 0.15%
+10,649
74
$928K 0.15%
+32,064
75
$906K 0.14%
+4,098
1 2
3
4 5