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
$623M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
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 Change
in Stake
Capital Flow
176
$106K 0.02%
+1,110
177
$104K 0.02%
+484
178
$102K 0.02%
+210
179
$101K 0.02%
+970
180
$101K 0.02%
+1,382
181
$101K 0.02%
+590
182
$98.9K 0.02%
+161
183
$95.9K 0.02%
+377
184
$95.5K 0.02%
+1,000
185
$92.5K 0.01%
+900
186
$91.8K 0.01%
+304
187
$90.1K 0.01%
+1,720
188
$88.7K 0.01%
+440
189
$88.6K 0.01%
+3,200
190
$86.4K 0.01%
+582
191
$86.4K 0.01%
+245
192
$86K 0.01%
+304
193
$82.3K 0.01%
+2,082
194
$81.9K 0.01%
+267
195
$81.4K 0.01%
+1,452
196
$80.5K 0.01%
+269
197
$79.6K 0.01%
+1,098
198
$77.5K 0.01%
+320
199
$75.9K 0.01%
+232
200
$75.8K 0.01%
+333