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
$276M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$3.19M
3
+$914K
4
GILD icon
Gilead Sciences
GILD
+$823K
5
VLO icon
Valero Energy
VLO
+$769K

Top Sells

1
+$4.24M
2
+$3.53M
3
+$2.19M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.16M
5
INTC icon
Intel
INTC
+$2.02M

Sector Composition

1 Financials 18.99%
2 Consumer Staples 9.72%
3 Technology 6.14%
4 Healthcare 5.14%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.57%
31,710
-23,278
27
$1.44M 0.52%
21,038
-485
28
$1.29M 0.47%
8,225
-5,035
29
$1.22M 0.44%
10,375
-4,910
30
$1.22M 0.44%
35,782
+497
31
$1.16M 0.42%
15,500
-26,200
32
$1.06M 0.38%
17,930
+12,755
33
$1.05M 0.38%
15,020
-9,860
34
$1.03M 0.37%
9,220
-10,140
35
$1.02M 0.37%
26,845
+750
36
$1.02M 0.37%
39,063
-390
37
$966K 0.35%
17,959
+2,154
38
$925K 0.33%
11,465
-10
39
$914K 0.33%
+27,092
40
$890K 0.32%
13,483
41
$882K 0.32%
11,043
42
$863K 0.31%
5,275
-10,000
43
$862K 0.31%
6,214
44
$850K 0.31%
13,340
-21,210
45
$823K 0.3%
+10,153
46
$769K 0.28%
+9,993
47
$754K 0.27%
2,965
-85
48
$729K 0.26%
13,735
49
$699K 0.25%
5,000
50
$694K 0.25%
7,263
-8,000
1
2
3 4 5