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
$246M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.94M
3
+$3.65M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$3.44M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.74M

Top Sells

1
+$3.19M
2
+$2.89M
3
+$1.12M
4
BMY icon
Bristol-Myers Squibb
BMY
+$490K
5
XOM icon
Exxon Mobil
XOM
+$415K

Sector Composition

1 Consumer Staples 10.53%
2 Technology 10.03%
3 Communication Services 8.75%
4 Healthcare 6.71%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.92%
40,356
-56,918
27
$2.18M 0.89%
126,430
+1,022
28
$2.17M 0.88%
28,164
+2,455
29
$1.94M 0.79%
20,394
-100
30
$1.88M 0.76%
38,717
-10,105
31
$1.74M 0.71%
20,311
+1,050
32
$1.68M 0.68%
18,754
+870
33
$1.63M 0.66%
38,936
+1,160
34
$1.55M 0.63%
22,611
-717
35
$1.45M 0.59%
13,942
-363
36
$1.42M 0.58%
43,048
+3,752
37
$1.4M 0.57%
17,275
38
$1.37M 0.56%
11,429
+1,196
39
$1.34M 0.54%
13,266
+1,926
40
$1.33M 0.54%
7
41
$1.28M 0.52%
7,386
-162
42
$1.24M 0.5%
80,325
43
$1.22M 0.5%
19,663
+1,180
44
$1.22M 0.5%
11,416
-552
45
$1.2M 0.49%
9,748
46
$1.19M 0.48%
17,900
+700
47
$1.19M 0.48%
27,478
+483
48
$1.11M 0.45%
+19,247
49
$1.07M 0.44%
29,437
+22,437
50
$1.01M 0.41%
10,094
+200
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2
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