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
$293M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$5.91M
3
+$4.91M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.52M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.47M

Top Sells

1
+$6.31M
2
+$3.44M
3
+$3.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$428K

Sector Composition

1 Financials 16.55%
2 Consumer Staples 9.1%
3 Technology 8.57%
4 Communication Services 7.52%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.72%
40,728
+372
27
$1.99M 0.68%
38,782
+65
28
$1.98M 0.67%
26,799
-1,365
29
$1.86M 0.63%
19,954
+1,200
30
$1.82M 0.62%
122,930
-3,500
31
$1.79M 0.61%
39,031
+95
32
$1.78M 0.61%
20,344
-50
33
$1.57M 0.53%
17,075
-200
34
$1.55M 0.53%
20,251
-60
35
$1.53M 0.52%
16,146
+2,880
36
$1.5M 0.51%
23,463
+852
37
$1.48M 0.5%
13,942
38
$1.37M 0.47%
80,325
39
$1.34M 0.46%
7,407
+21
40
$1.33M 0.45%
11,232
-197
41
$1.32M 0.45%
43,048
42
$1.27M 0.43%
19,613
-50
43
$1.24M 0.42%
21,827
+2,580
44
$1.18M 0.4%
9,748
45
$1.17M 0.4%
11,363
-53
46
$1.13M 0.38%
18,000
+100
47
$1.08M 0.37%
17,944
+1,430
48
$997K 0.34%
30,532
+1,095
49
$910K 0.31%
8,394
-1,700
50
$883K 0.3%
12,764
-44,570
1
2
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