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 | |
|---|---|---|---|---|---|---|---|
| $252K | 0.04% | 266 | New | +$252K | |||
| $239K | 0.04% | 2,000 | New | +$239K | |||
| $238K | 0.04% | 3,244 | New | +$238K | |||
| $237K | 0.04% | 390 | New | +$237K | |||
| $229K | 0.04% | 5,045 | New | +$229K | |||
| $226K | 0.04% | 2,460 | New | +$226K | |||
| $225K | 0.04% | 1,320 | New | +$225K | |||
| $222K | 0.04% | 2,963 | New | +$222K | |||
| $214K | 0.03% | 844 | New | +$214K | |||
| $212K | 0.03% | 644 | New | +$212K | |||
| $209K | 0.03% | 1,211 | New | +$209K | |||
| $207K | 0.03% | 2,354 | New | +$207K | |||
| $204K | 0.03% | 3,461 | New | +$204K | |||
| $202K | 0.03% | 1,622 | New | +$202K | |||
| $201K | 0.03% | 741 | New | +$201K | |||
| $199K | 0.03% | 1,636 | New | +$199K | |||
| $192K | 0.03% | 410 | New | +$192K | |||
| $192K | 0.03% | 1,300 | New | +$192K | |||
| $191K | 0.03% | 1,937 | New | +$191K | |||
| $186K | 0.03% | 6,636 | New | +$186K | |||
| $181K | 0.03% | 353 | New | +$181K | |||
| $181K | 0.03% | 345 | New | +$181K | |||
| $176K | 0.03% | 90 | New | +$176K | |||
| $172K | 0.03% | 1,313 | New | +$172K | |||
| $171K | 0.03% | 1,534 | New | +$171K |
