ABWM
Alpine Bank Wealth Management Portfolio holdings
AUM $623M
AUM
$623M
AUM Growth
–
Cap. Flow
+$623M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
63.69%
Holding
406
New
406
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $73.2M | |
| 2 | $56.3M | |
| 3 | $54.2M | |
| 4 | $52.9M | |
| 5 | $43.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.11% |
| 2 | Financials | 3.75% |
| 3 | Consumer Staples | 2.5% |
| 4 | Healthcare | 2.39% |
| 5 | Consumer Discretionary | 2.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $873K | 0.14% | 34,460 | New | +$873K | |||
| $862K | 0.14% | 911 | New | +$862K | |||
| $815K | 0.13% | 11,498 | New | +$815K | |||
| $801K | 0.13% | 11,179 | New | +$801K | |||
| $789K | 0.13% | 10,425 | New | +$789K | |||
| $777K | 0.12% | 2,119 | New | +$777K | |||
| $754K | 0.12% | 2,910 | New | +$754K | |||
| $731K | 0.12% | 1,307 | New | +$731K | |||
| $678K | 0.11% | 6,100 | New | +$678K | |||
| $678K | 0.11% | 11,110 | New | +$678K | |||
| $660K | 0.11% | 11,031 | New | +$660K | |||
| $656K | 0.11% | 1,994 | New | +$656K | |||
| $656K | 0.11% | 1,871 | New | +$656K | |||
| $634K | 0.1% | 1,755 | New | +$634K | |||
| $609K | 0.1% | 2,576 | New | +$609K | |||
| $596K | 0.1% | 2,976 | New | +$596K | |||
| $591K | 0.09% | 9,313 | New | +$591K | |||
| $577K | 0.09% | 1,292 | New | +$577K | |||
| $545K | 0.09% | 143 | New | +$545K | |||
| $537K | 0.09% | 4,000 | New | +$537K | |||
| $533K | 0.09% | 3,359 | New | +$533K | |||
| $529K | 0.08% | 4,100 | New | +$529K | |||
| $522K | 0.08% | 2,773 | New | +$522K | |||
| $485K | 0.08% | 3,660 | New | +$485K | |||
| $478K | 0.08% | 3,245 | New | +$478K |
