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
$293M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$5.91M
3
+$4.91M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.52M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.47M

Top Sells

1
+$6.31M
2
+$3.44M
3
+$3.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$428K

Sector Composition

1 Financials 16.55%
2 Consumer Staples 9.1%
3 Technology 8.57%
4 Communication Services 7.52%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.29%
32,200
52
$836K 0.29%
16,581
+245
53
$802K 0.27%
19,909
+7,929
54
$757K 0.26%
14,515
55
$677K 0.23%
13,483
56
$640K 0.22%
2,700
+100
57
$629K 0.21%
17,492
58
$600K 0.2%
5,353
+210
59
$584K 0.2%
7,938
60
$577K 0.2%
11,095
-134
61
$519K 0.18%
20,628
-800
62
$479K 0.16%
11,390
+469
63
$454K 0.15%
4,584
-600
64
$454K 0.15%
18,950
65
$453K 0.15%
11,825
66
$449K 0.15%
3,520
+200
67
$445K 0.15%
5,198
68
$428K 0.15%
26,589
-13,509
69
$421K 0.14%
4,643
-35,167
70
$418K 0.14%
4,117
-250
71
$404K 0.14%
10,565
-1,860
72
$401K 0.14%
2,750
73
$389K 0.13%
15,285
-16,815
74
$361K 0.12%
3,674
+50
75
$337K 0.11%
5,380
1 2
3
4 5