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 | |
|---|---|---|---|---|---|---|---|
| $169K | 0.03% | 814 | New | +$169K | |||
| $164K | 0.03% | 1,120 | New | +$164K | |||
| $160K | 0.03% | 1,600 | New | +$160K | |||
| $157K | 0.03% | 500 | New | +$157K | |||
| $157K | 0.03% | 720 | New | +$157K | |||
| $155K | 0.02% | 1,200 | New | +$155K | |||
| $153K | 0.02% | 563 | New | +$153K | |||
| $149K | 0.02% | 972 | New | +$149K | |||
| $148K | 0.02% | 485 | New | +$148K | |||
| $147K | 0.02% | 1,260 | New | +$147K | |||
| $145K | 0.02% | 542 | New | +$145K | |||
| $144K | 0.02% | 177 | New | +$144K | |||
| $142K | 0.02% | 454 | New | +$142K | |||
| $133K | 0.02% | 1,450 | New | +$133K | |||
| $131K | 0.02% | 472 | New | +$131K | |||
| $122K | 0.02% | 895 | New | +$122K | |||
| $119K | 0.02% | 149 | New | +$119K | |||
| $117K | 0.02% | 705 | New | +$117K | |||
| $115K | 0.02% | 1,867 | New | +$115K | |||
| $114K | 0.02% | 169 | New | +$114K | |||
| $112K | 0.02% | 4,500 | New | +$112K | |||
| $111K | 0.02% | 289 | New | +$111K | |||
| $109K | 0.02% | 2,460 | New | +$109K | |||
| $108K | 0.02% | 557 | New | +$108K | |||
| $108K | 0.02% | 1,500 | New | +$108K |
