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 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
201
$76.7K 0.01%
+454
202
$74.4K 0.01%
+320
203
$73.8K 0.01%
+142
204
$73.3K 0.01%
+156
205
$73.1K 0.01%
+421
206
$72.5K 0.01%
+265
207
$72K 0.01%
+93
208
$72K 0.01%
+445
209
$70.9K 0.01%
+329
210
$70.9K 0.01%
+285
211
$70.8K 0.01%
+585
212
$66.6K 0.01%
+302
213
$64.5K 0.01%
+136
214
$64.5K 0.01%
+300
215
$63.3K 0.01%
+76
216
$62.5K 0.01%
+527
217
$62.2K 0.01%
+1,076
218
$60.1K 0.01%
+292
219
$60.1K 0.01%
+216
220
$59.4K 0.01%
+391
221
$58.6K 0.01%
+209
222
$57.8K 0.01%
+1,848
223
$56.9K 0.01%
+400
224
$56.5K 0.01%
+633
225
$53.6K 0.01%
+814