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
$312M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.17M
3
+$2.98M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$695K

Top Sells

1
+$8.14M
2
+$4.23M
3
+$2.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.06M

Sector Composition

1 Financials 12.77%
2 Healthcare 9.34%
3 Consumer Staples 8.66%
4 Technology 5.82%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.8%
60,516
-5,987
27
$2.36M 0.76%
18,282
-1,190
28
$1.96M 0.63%
18,017
-440
29
$1.76M 0.57%
24,210
30
$1.76M 0.56%
19,731
+237
31
$1.73M 0.55%
30,784
-580
32
$1.68M 0.54%
6,670
+370
33
$1.6M 0.51%
19,168
-2,225
34
$1.56M 0.5%
36,033
-9,395
35
$1.54M 0.49%
12,690
-80
36
$1.43M 0.46%
14,115
-320
37
$1.31M 0.42%
12,016
+5,868
38
$1.3M 0.42%
27,648
39
$1.24M 0.4%
9,287
-7,932
40
$1.23M 0.39%
10,760
+310
41
$1.18M 0.38%
12,130
+228
42
$1.12M 0.36%
10,398
-371
43
$1.07M 0.34%
12,380
+7,025
44
$1.07M 0.34%
34,413
45
$1.06M 0.34%
37,663
+11,190
46
$1.04M 0.33%
5,865
-445
47
$968K 0.31%
9,748
48
$942K 0.3%
26,650
+2,250
49
$937K 0.3%
14,183
50
$931K 0.3%
23,785
+2,090
1
2
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