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
$273M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.65M
3
+$3.49M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.6M

Top Sells

1
+$15.4M
2
+$5.26M
3
+$3.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.26M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.88M

Sector Composition

1 Financials 16.54%
2 Consumer Staples 10.62%
3 Technology 7.9%
4 Healthcare 5.92%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.75%
32,271
-62
27
$2.03M 0.74%
21,356
+969
28
$1.99M 0.73%
77,676
+5,777
29
$1.93M 0.71%
60,808
+5,775
30
$1.88M 0.69%
31,808
-75
31
$1.82M 0.67%
33,770
-1,330
32
$1.79M 0.65%
20,863
+475
33
$1.66M 0.61%
24,799
34
$1.61M 0.59%
21,335
+70
35
$1.6M 0.58%
+82,863
36
$1.53M 0.56%
13,270
-535
37
$1.39M 0.51%
114,810
38
$1.24M 0.45%
9,850
-210
39
$1.24M 0.45%
19,294
-900
40
$1.17M 0.43%
75,000
41
$1.16M 0.42%
33,457
-236
42
$1.06M 0.39%
22,247
-109,980
43
$1.05M 0.39%
19,335
-95
44
$1.05M 0.38%
15,763
45
$1M 0.37%
26,753
+947
46
$998K 0.37%
6,575
-11
47
$949K 0.35%
29,701
+2,164
48
$916K 0.34%
23,120
+3,753
49
$907K 0.33%
14,130
50
$868K 0.32%
36,120
+3,300
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