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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

Top Buys

1
+$33.9M
2
+$23.1M
3
+$6.02M
4
GDE icon
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
+$5.66M
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$1.06M

Top Sells

1
+$36.7M
2
+$18.4M
3
+$5.56M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.6M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$812K

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
51
$1.81M 0.25%
5,445
52
$1.76M 0.25%
5,984
-9
53
$1.69M 0.24%
18,535
54
$1.66M 0.23%
11,805
-83
55
$1.66M 0.23%
5,455
-43
56
$1.65M 0.23%
10,603
+16
57
$1.63M 0.23%
17,503
-1,220
58
$1.54M 0.22%
18,249
-322
59
$1.53M 0.22%
5,092
60
$1.51M 0.21%
34,000
61
$1.47M 0.21%
30,646
+9,120
62
$1.45M 0.2%
32,876
+49
63
$1.42M 0.2%
4,847
-2,105
64
$1.38M 0.19%
14,722
-3,333
65
$1.36M 0.19%
3,063
+196
66
$1.34M 0.19%
7,251
-26
67
$1.2M 0.17%
3,258
68
$1.15M 0.16%
4,063
-74
69
$1.09M 0.15%
2,694
+49
70
$1.09M 0.15%
12,974
71
$1.09M 0.15%
7,640
72
$1.08M 0.15%
21,414
+666
73
$1.08M 0.15%
8,310
-362
74
$1.03M 0.15%
1,817
+18
75
$1.03M 0.15%
28,000
+14,000
1 2
3
4 5