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
$285M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.6M
3
+$1.46M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.39M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$447K

Top Sells

1
+$4.58M
2
+$828K
3
+$791K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K
5
EMR icon
Emerson Electric
EMR
+$382K

Sector Composition

1 Financials 14.51%
2 Consumer Staples 9.68%
3 Communication Services 8.2%
4 Technology 6.47%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.79%
21,754
-1,455
27
$2.18M 0.77%
16,510
-150
28
$2.15M 0.75%
49,683
+37,033
29
$2.05M 0.72%
35,149
-2,367
30
$1.95M 0.68%
19,492
-100
31
$1.92M 0.67%
32,635
-77,990
32
$1.84M 0.65%
+36,466
33
$1.76M 0.62%
14,895
-1,420
34
$1.76M 0.62%
29,128
+24,260
35
$1.67M 0.59%
118,475
-2,715
36
$1.66M 0.58%
22,121
-1,540
37
$1.65M 0.58%
24,799
38
$1.45M 0.51%
22,545
-2,105
39
$1.4M 0.49%
20,194
40
$1.32M 0.46%
10,345
-255
41
$1.26M 0.44%
30,200
42
$1.26M 0.44%
75,000
43
$1.18M 0.42%
24,755
-7,995
44
$1.18M 0.41%
43,333
-5,070
45
$1.04M 0.37%
15,828
-220
46
$894K 0.31%
6,795
-104
47
$848K 0.3%
26,346
-1,425
48
$845K 0.3%
11,259
-25
49
$823K 0.29%
14,130
-35
50
$823K 0.29%
17,257
-3,320
1
2
3 4