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 | |
|---|---|---|---|---|---|---|---|
| $106K | 0.02% | 74 | New | +$106K | |||
| $104K | 0.02% | 484 | New | +$104K | |||
| $102K | 0.02% | 210 | New | +$102K | |||
| $101K | 0.02% | 970 | New | +$101K | |||
| $101K | 0.02% | 1,382 | New | +$101K | |||
| $101K | 0.02% | 590 | New | +$101K | |||
| $98.9K | 0.02% | 161 | New | +$98.9K | |||
| $95.9K | 0.02% | 377 | New | +$95.9K | |||
| $95.5K | 0.02% | 1,000 | New | +$95.5K | |||
| $92.5K | 0.01% | 900 | New | +$92.5K | |||
| $91.8K | 0.01% | 304 | New | +$91.8K | |||
| $90.1K | 0.01% | 1,720 | New | +$90.1K | |||
| $88.7K | 0.01% | 440 | New | +$88.7K | |||
| $88.6K | 0.01% | 3,200 | New | +$88.6K | |||
| $86.4K | 0.01% | 582 | New | +$86.4K | |||
| $86.4K | 0.01% | 245 | New | +$86.4K | |||
| $86K | 0.01% | 304 | New | +$86K | |||
| $82.3K | 0.01% | 2,082 | New | +$82.3K | |||
| $81.9K | 0.01% | 267 | New | +$81.9K | |||
| $81.4K | 0.01% | 1,452 | New | +$81.4K | |||
| $80.5K | 0.01% | 269 | New | +$80.5K | |||
| $79.6K | 0.01% | 1,098 | New | +$79.6K | |||
| $77.5K | 0.01% | 320 | New | +$77.5K | |||
| $75.9K | 0.01% | 232 | New | +$75.9K | |||
| $75.8K | 0.01% | 333 | New | +$75.8K |
