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
$184M
AUM Growth
-$312K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.43M
3
+$460K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$456K
5
TGNA icon
TEGNA Inc
TGNA
+$324K

Top Sells

1
+$2.61M
2
+$2.45M
3
+$1.87M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.86M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.8M

Sector Composition

1 Consumer Staples 12.36%
2 Healthcare 7.74%
3 Industrials 6.57%
4 Energy 6.34%
5 Technology 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.77%
17,861
-15
27
$1.39M 0.76%
32,162
+2,772
28
$1.38M 0.75%
7,815
-324
29
$1.34M 0.72%
32,785
-3,333
30
$1.31M 0.71%
17,325
-100
31
$1.22M 0.66%
17,596
+2,380
32
$1.19M 0.65%
7
33
$1.19M 0.64%
34,616
+3,073
34
$1.13M 0.61%
14,628
-281
35
$1.13M 0.61%
17,500
-1,180
36
$1.11M 0.6%
80,777
+248
37
$1.08M 0.59%
10,348
38
$1.08M 0.59%
11,968
-647
39
$1.08M 0.58%
16,893
-683
40
$1.02M 0.55%
10,233
-60
41
$1.02M 0.55%
10,602
+2,892
42
$970K 0.53%
34,287
+5,294
43
$844K 0.46%
7,493
-1,945
44
$810K 0.44%
32,865
-330
45
$805K 0.44%
15,990
+2,911
46
$801K 0.43%
10,395
+2,668
47
$687K 0.37%
24,455
+16,391
48
$659K 0.36%
32,680
-1,720
49
$658K 0.36%
12,739
+459
50
$620K 0.34%
13,483
1
2
3 4