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
$295M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.06M
3
+$2.06M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$676K
5
THO icon
Thor Industries
THO
+$481K

Top Sells

1
+$3.93M
2
+$3.14M
3
+$1.85M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$914K

Sector Composition

1 Financials 18.03%
2 Consumer Staples 9.86%
3 Technology 6.99%
4 Healthcare 6.11%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.79%
68,296
+60,196
27
$2.33M 0.79%
69,220
-12,400
28
$2.24M 0.76%
19,360
-25
29
$2.03M 0.69%
13,260
-235
30
$1.98M 0.67%
63,153
-165
31
$1.97M 0.67%
15,285
-305
32
$1.93M 0.66%
23,940
-759
33
$1.93M 0.65%
34,550
-50
34
$1.91M 0.65%
20,679
-305
35
$1.82M 0.62%
75,000
36
$1.73M 0.59%
24,880
-135
37
$1.63M 0.55%
19,294
38
$1.4M 0.48%
21,523
-1,340
39
$1.4M 0.47%
15,263
40
$1.28M 0.44%
114,810
41
$1.18M 0.4%
35,285
+3,465
42
$1.15M 0.39%
19,335
-1,200
43
$1.01M 0.34%
26,095
-1,365
44
$995K 0.34%
39,453
+3,333
45
$927K 0.31%
11,475
-270
46
$920K 0.31%
13,510
-1,800
47
$914K 0.31%
6,214
-837
48
$881K 0.3%
11,043
-300
49
$847K 0.29%
15,805
-428
50
$817K 0.28%
13,483
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