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
$362M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.12M
3
+$2.19M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$808K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$805K

Top Sells

1
+$8.51M
2
+$2.25M
3
+$897K
4
ABBV icon
AbbVie
ABBV
+$579K
5
TGT icon
Target
TGT
+$488K

Sector Composition

1 Financials 15.77%
2 Healthcare 7.78%
3 Consumer Staples 7.46%
4 Technology 5.48%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.93%
48,124
+11,551
27
$2.61M 0.72%
28,634
+890
28
$2.56M 0.71%
19,977
-275
29
$2.52M 0.7%
49,523
+43,093
30
$2.39M 0.66%
70,887
-690
31
$2.34M 0.65%
20,521
-395
32
$2.15M 0.59%
50,098
-2,780
33
$1.91M 0.53%
20,038
-411
34
$1.85M 0.51%
68,587
-1,013
35
$1.76M 0.49%
28,306
-1,366
36
$1.75M 0.48%
46,535
-2,780
37
$1.6M 0.44%
24,798
-2,607
38
$1.49M 0.41%
28,508
-1,450
39
$1.48M 0.41%
30,933
-745
40
$1.47M 0.41%
12,215
+10
41
$1.47M 0.41%
5,550
42
$1.47M 0.4%
11,413
-3,341
43
$1.38M 0.38%
15,100
-100
44
$1.29M 0.36%
24,860
-655
45
$1.27M 0.35%
18,858
-280
46
$1.19M 0.33%
9,748
47
$1.19M 0.33%
7,575
-105
48
$1.18M 0.33%
11,868
49
$1.12M 0.31%
37,773
-1,200
50
$1.1M 0.3%
31,559
-1,640
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2
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