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
$355M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.15M
3
+$225K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$210K

Top Sells

1
+$6.31M
2
+$3.93M
3
+$3.42M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.34M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$831K

Sector Composition

1 Financials 11.88%
2 Healthcare 8.65%
3 Consumer Staples 7.58%
4 Technology 6.66%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.78%
28,259
-530
27
$2.69M 0.76%
19,472
-80
28
$2.26M 0.64%
18,457
-2,030
29
$2.21M 0.62%
45,428
-3,785
30
$1.95M 0.55%
19,494
-130
31
$1.84M 0.52%
6,300
+750
32
$1.78M 0.5%
21,393
-525
33
$1.67M 0.47%
31,364
-794
34
$1.65M 0.47%
14,435
35
$1.64M 0.46%
24,210
-802
36
$1.52M 0.43%
12,770
+550
37
$1.4M 0.39%
10,769
-162
38
$1.39M 0.39%
11,902
-530
39
$1.34M 0.38%
93,375
-11,535
40
$1.33M 0.38%
22,460
-66,065
41
$1.31M 0.37%
27,648
-2,065
42
$1.3M 0.37%
9,748
43
$1.25M 0.35%
14,183
-725
44
$1.21M 0.34%
12,100
45
$1.19M 0.33%
10,450
-420
46
$1.08M 0.3%
34,413
-2,700
47
$1.07M 0.3%
32,945
-140
48
$1.07M 0.3%
9,403
-160
49
$1.07M 0.3%
13,483
50
$1.06M 0.3%
6,310
-820
1
2
3 4 5