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 | |
|---|---|---|---|---|---|---|---|
| $446K | 0.07% | 10,695 | New | +$446K | |||
| $446K | 0.07% | 478 | New | +$446K | |||
| $415K | 0.07% | 1,623 | New | +$415K | |||
| $412K | 0.07% | 3,755 | New | +$412K | |||
| $374K | 0.06% | 2,128 | New | +$374K | |||
| $370K | 0.06% | 3,031 | New | +$370K | |||
| $369K | 0.06% | 1,396 | New | +$369K | |||
| $355K | 0.06% | 5,118 | New | +$355K | |||
| $345K | 0.06% | 1,815 | New | +$345K | |||
| $344K | 0.06% | 2,500 | New | +$344K | |||
| $326K | 0.05% | 3,835 | New | +$326K | |||
| $322K | 0.05% | 1,033 | New | +$322K | |||
| $321K | 0.05% | 5,356 | New | +$321K | |||
| $311K | 0.05% | 7,824 | New | +$311K | |||
| $303K | 0.05% | 10,722 | New | +$303K | |||
| $289K | 0.05% | 725 | New | +$289K | |||
| $282K | 0.05% | 285 | New | +$282K | |||
| $274K | 0.04% | 2,611 | New | +$274K | |||
| $273K | 0.04% | 586 | New | +$273K | |||
| $266K | 0.04% | 1,870 | New | +$266K | |||
| $265K | 0.04% | 986 | New | +$265K | |||
| $263K | 0.04% | 1,878 | New | +$263K | |||
| $262K | 0.04% | 750 | New | +$262K | |||
| $254K | 0.04% | 11,200 | New | +$254K | |||
| $254K | 0.04% | 800 | New | +$254K |
