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
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$15.2M
3
+$13.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.63M
5
XOM icon
Exxon Mobil
XOM
+$6.06M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.66%
2 Healthcare 7.29%
3 Energy 6.42%
4 Industrials 5.79%
5 Technology 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.31%
+13,483
52
$530K 0.29%
+47,123
53
$528K 0.29%
+6,844
54
$511K 0.28%
+7,727
55
$499K 0.27%
+13,255
56
$496K 0.27%
+35,000
57
$431K 0.23%
+11,229
58
$404K 0.22%
+3,950
59
$397K 0.21%
+5,448
60
$373K 0.2%
+7,938
61
$371K 0.2%
+7,942
62
$367K 0.2%
+11,814
63
$366K 0.2%
+13,496
64
$362K 0.2%
+11,780
65
$359K 0.19%
+14,748
66
$358K 0.19%
+16,241
67
$340K 0.18%
+9,875
68
$314K 0.17%
+2,750
69
$280K 0.15%
+6,940
70
$278K 0.15%
+3,547
71
$274K 0.15%
+3,980
72
$266K 0.14%
+7,135
73
$265K 0.14%
+3,210
74
$265K 0.14%
+19,100
75
$242K 0.13%
+8,064
1 2
3
4