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
$246M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.94M
3
+$3.65M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$3.44M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.74M

Top Sells

1
+$3.19M
2
+$2.89M
3
+$1.12M
4
BMY icon
Bristol-Myers Squibb
BMY
+$490K
5
XOM icon
Exxon Mobil
XOM
+$415K

Sector Composition

1 Consumer Staples 10.53%
2 Technology 10.03%
3 Communication Services 8.75%
4 Healthcare 6.71%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.39%
16,514
+2,014
52
$858K 0.35%
16,336
+4,294
53
$810K 0.33%
14,515
-20,132
54
$804K 0.33%
32,100
55
$796K 0.32%
32,200
56
$755K 0.31%
17,492
57
$705K 0.29%
13,483
58
$656K 0.27%
2,600
59
$613K 0.25%
40,098
60
$594K 0.24%
5,143
61
$577K 0.23%
11,229
62
$563K 0.23%
5,184
-426
63
$554K 0.23%
7,938
64
$532K 0.22%
21,428
+3,900
65
$503K 0.2%
12,425
66
$483K 0.2%
11,825
+2,060
67
$483K 0.2%
10,921
-1,114
68
$469K 0.19%
11,980
-1,720
69
$463K 0.19%
5,198
-250
70
$423K 0.17%
3,320
-150
71
$404K 0.16%
18,950
-150
72
$403K 0.16%
4,367
-1,480
73
$383K 0.16%
2,750
74
$381K 0.16%
14,160
75
$372K 0.15%
3,624
+605
1 2
3
4 5