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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
101
$614K 0.09%
143
102
$612K 0.09%
3,660
103
$590K 0.08%
3,637
+278
104
$575K 0.08%
1,994
105
$575K 0.08%
2,823
106
$558K 0.08%
11,058
+27
107
$534K 0.08%
10,354
+24
108
$531K 0.07%
1,063
-4
109
$505K 0.07%
7,244
+346
110
$474K 0.07%
18,750
111
$468K 0.07%
18,750
112
$455K 0.06%
10,079
-559
113
$438K 0.06%
3,340
114
$419K 0.06%
1,310
115
$415K 0.06%
2,500
116
$391K 0.06%
2,750
117
$388K 0.05%
1,391
-5
118
$376K 0.05%
1,541
-655
119
$376K 0.05%
11,200
120
$355K 0.05%
2,128
121
$353K 0.05%
2,852
122
$343K 0.05%
2,785
123
$328K 0.05%
281
+18
124
$317K 0.04%
3,285
125
$305K 0.04%
1,708
-107
3 4
5
6 7