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
$332M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.36M
3
+$3.68M
4
ETN icon
Eaton
ETN
+$532K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$433K

Top Sells

1
+$4.6M
2
+$4.17M
3
+$3.64M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$771K
5
VZ icon
Verizon
VZ
+$585K

Sector Composition

1 Financials 11.97%
2 Consumer Staples 8.86%
3 Healthcare 8.63%
4 Technology 5.94%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.75%
17,747
-535
27
$2.18M 0.66%
54,119
-6,397
28
$2.14M 0.64%
17,372
-645
29
$1.9M 0.57%
6,670
30
$1.89M 0.57%
23,864
-346
31
$1.8M 0.54%
18,371
-1,360
32
$1.69M 0.51%
12,529
+513
33
$1.66M 0.5%
14,045
-70
34
$1.59M 0.48%
18,935
-233
35
$1.57M 0.47%
29,043
-6,990
36
$1.43M 0.43%
26,573
-1,075
37
$1.23M 0.37%
20,879
-9,905
38
$1.23M 0.37%
10,977
-1,153
39
$1.16M 0.35%
7,587
-1,700
40
$1.15M 0.35%
9,748
41
$1.14M 0.34%
14,183
42
$1.12M 0.34%
10,437
+39
43
$1.12M 0.34%
47,292
+14,445
44
$1.12M 0.34%
13,483
45
$1.1M 0.33%
33,963
-450
46
$1.1M 0.33%
12,245
-135
47
$1.08M 0.32%
12,100
48
$1.07M 0.32%
34,713
-2,950
49
$1.06M 0.32%
5,610
-255
50
$1.04M 0.31%
24,325
+540
1
2
3 4 5