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
$294M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.29M
3
+$468K
4
CVX icon
Chevron
CVX
+$285K
5
AEP icon
American Electric Power
AEP
+$252K

Top Sells

1
+$870K
2
+$626K
3
+$250K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$157K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$105K

Sector Composition

1 Financials 17.73%
2 Consumer Staples 10.1%
3 Technology 7.47%
4 Healthcare 5.81%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.78%
15,505
-640
27
$2.17M 0.74%
19,385
+75
28
$2.14M 0.73%
63,318
+2,070
29
$2.11M 0.72%
78,560
+17,406
30
$2.05M 0.7%
15,590
+535
31
$1.98M 0.68%
24,699
32
$1.91M 0.65%
20,984
+641
33
$1.88M 0.64%
34,600
+1,000
34
$1.77M 0.6%
75,000
35
$1.75M 0.6%
13,495
+370
36
$1.68M 0.57%
25,015
+3,760
37
$1.53M 0.52%
19,294
38
$1.42M 0.49%
22,863
-10,043
39
$1.34M 0.46%
15,263
40
$1.34M 0.46%
114,810
41
$1.23M 0.42%
20,535
+1,200
42
$1.17M 0.4%
7,051
+497
43
$1.08M 0.37%
31,820
+1,705
44
$1.03M 0.35%
27,460
-362
45
$996K 0.34%
15,310
-2,421
46
$912K 0.31%
11,745
47
$890K 0.3%
11,343
48
$868K 0.3%
36,120
49
$780K 0.27%
16,233
-501
50
$753K 0.26%
25,550
-2,400
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