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
$313M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.64M
3
+$2.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.92M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$642K

Top Sells

1
+$3.8M
2
+$2.87M
3
+$2.36M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.57M

Sector Composition

1 Consumer Staples 10.8%
2 Healthcare 8.99%
3 Technology 6.55%
4 Financials 4.71%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.69%
7,210
27
$1.88M 0.6%
15,809
-893
28
$1.85M 0.59%
54,177
+691
29
$1.83M 0.59%
22,821
30
$1.83M 0.58%
17,931
-260
31
$1.74M 0.56%
12,524
32
$1.74M 0.56%
12,515
-715
33
$1.52M 0.48%
14,183
34
$1.39M 0.44%
48,656
+3,516
35
$1.38M 0.44%
16,270
-1,530
36
$1.36M 0.43%
26,373
37
$1.35M 0.43%
34,044
+681
38
$1.29M 0.41%
6,850
+3,400
39
$1.28M 0.41%
9,748
40
$1.27M 0.41%
25,738
-1,200
41
$1.24M 0.4%
13,483
42
$1.2M 0.38%
10,017
-655
43
$1.14M 0.36%
11,850
+190
44
$1.14M 0.36%
7,503
-114
45
$1.12M 0.36%
29,950
+8,065
46
$1.09M 0.35%
5,097
-213
47
$1.09M 0.35%
18,054
-712
48
$1.07M 0.34%
24,525
+930
49
$1.05M 0.34%
12,100
50
$1.05M 0.33%
20,625
+300
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