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
$314M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.6M
3
+$2.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.74M

Top Sells

1
+$5.63M
2
+$3.17M
3
+$1.05M
4
WHR icon
Whirlpool
WHR
+$401K
5
SLB icon
SLB Ltd
SLB
+$254K

Sector Composition

1 Financials 16.86%
2 Consumer Staples 9.17%
3 Technology 8.12%
4 Communication Services 7.31%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.33%
9,748
52
$1.03M 0.33%
32,200
53
$964K 0.31%
8,094
-300
54
$881K 0.28%
14,500
-15
55
$874K 0.28%
18,500
+7,110
56
$710K 0.23%
13,483
57
$680K 0.22%
11,095
58
$664K 0.21%
7,938
59
$650K 0.21%
2,700
60
$571K 0.18%
20,528
-100
61
$545K 0.17%
11,825
62
$518K 0.17%
9,449
+3,733
63
$495K 0.16%
3,602
-7,630
64
$489K 0.16%
13,529
-6,380
65
$484K 0.15%
26,589
66
$475K 0.15%
10,565
67
$474K 0.15%
5,198
68
$472K 0.15%
7,046
+4,365
69
$469K 0.15%
20,092
-10,440
70
$460K 0.15%
4,103
-1,250
71
$458K 0.15%
3,520
72
$445K 0.14%
4,117
73
$440K 0.14%
5,558
+915
74
$423K 0.13%
4,617
+33
75
$420K 0.13%
15,550
-3,400
1 2
3
4 5