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
$314M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.6M
3
+$2.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.74M

Top Sells

1
+$5.63M
2
+$3.17M
3
+$1.05M
4
WHR icon
Whirlpool
WHR
+$401K
5
SLB icon
SLB Ltd
SLB
+$254K

Sector Composition

1 Financials 16.86%
2 Consumer Staples 9.17%
3 Technology 8.12%
4 Communication Services 7.31%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.74%
39,432
+650
27
$2.23M 0.71%
39,108
-1,620
28
$2.06M 0.65%
41,728
+2,697
29
$1.91M 0.61%
122,930
30
$1.89M 0.6%
20,344
31
$1.87M 0.6%
19,799
-155
32
$1.86M 0.59%
26,932
+6,681
33
$1.77M 0.56%
26,847
+5,020
34
$1.76M 0.56%
16,810
-265
35
$1.74M 0.55%
+24,082
36
$1.7M 0.54%
+35,119
37
$1.7M 0.54%
50,145
+7,097
38
$1.6M 0.51%
23,253
+3,640
39
$1.52M 0.48%
16,226
+80
40
$1.41M 0.45%
79,000
-1,325
41
$1.35M 0.43%
22,218
-1,245
42
$1.28M 0.41%
13,942
43
$1.26M 0.4%
10,895
-468
44
$1.26M 0.4%
16,349
+3,585
45
$1.14M 0.36%
7,407
46
$1.13M 0.36%
21,101
+4,520
47
$1.12M 0.36%
35,509
+18,017
48
$1.11M 0.35%
18,000
49
$1.11M 0.35%
17,708
-236
50
$1.04M 0.33%
26,551
-143,222
1
2
3 4 5