ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $711M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$74.7M
2
+$54.6M
3
+$42.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.9M
5
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$37.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.67%
2 Technology 4.31%
3 Consumer Staples 2.62%
4 Consumer Discretionary 2.21%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$100K 0.02%
+203
177
$99.9K 0.02%
+2,460
178
$97.7K 0.02%
+600
179
$96.2K 0.02%
+628
180
$91.8K 0.01%
+440
181
$91.4K 0.01%
+479
182
$90.6K 0.01%
+1,720
183
$87.8K 0.01%
+310
184
$86.1K 0.01%
+479
185
$85.2K 0.01%
+585
186
$85.1K 0.01%
+1,015
187
$85K 0.01%
+423
188
$84.9K 0.01%
+178
189
$83.9K 0.01%
+765
190
$83.8K 0.01%
+600
191
$82.9K 0.01%
+306
192
$82K 0.01%
+167
193
$80.3K 0.01%
+2,082
194
$80.1K 0.01%
+1,000
195
$80K 0.01%
+19
196
$79.6K 0.01%
+163
197
$78.9K 0.01%
+267
198
$78.5K 0.01%
+2,657
199
$78.4K 0.01%
+325
200
$77.2K 0.01%
+1,005
6 7
8
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