SBWM

Sunflower Bank Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$15.2M
3
+$13.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.63M
5
XOM icon
Exxon Mobil
XOM
+$6.06M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.66%
2 Healthcare 7.29%
3 Energy 6.42%
4 Industrials 5.79%
5 Technology 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.79%
+17,876
27
$1.39M 0.75%
+36,118
28
$1.35M 0.73%
+17,425
29
$1.32M 0.71%
+29,390
30
$1.19M 0.65%
+18,636
31
$1.18M 0.64%
+7
32
$1.18M 0.64%
+12,615
33
$1.17M 0.63%
+17,576
34
$1.1M 0.6%
+31,543
35
$1.06M 0.57%
+9,438
36
$1.04M 0.56%
+80,529
37
$1.02M 0.55%
+10,348
38
$1.02M 0.55%
+18,680
39
$967K 0.52%
+14,909
40
$941K 0.51%
+10,293
41
$921K 0.5%
+15,216
42
$824K 0.45%
+33,195
43
$817K 0.44%
+28,993
44
$763K 0.41%
+7,710
45
$688K 0.37%
+30,485
46
$648K 0.35%
+12,280
47
$642K 0.35%
+13,079
48
$604K 0.33%
+17,685
49
$594K 0.32%
+34,400
50
$588K 0.32%
+2,600
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