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
$285M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.6M
3
+$1.46M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.39M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$447K

Top Sells

1
+$4.58M
2
+$828K
3
+$791K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K
5
EMR icon
Emerson Electric
EMR
+$382K

Sector Composition

1 Financials 14.51%
2 Consumer Staples 9.68%
3 Communication Services 8.2%
4 Technology 6.47%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$792K 0.28%
6,950
-200
52
$769K 0.27%
9,125
-110
53
$723K 0.25%
13,483
54
$707K 0.25%
26,899
-7,815
55
$694K 0.24%
20,338
-737
56
$670K 0.24%
32,820
+20,985
57
$600K 0.21%
2,585
-15
58
$544K 0.19%
11,658
-4,345
59
$502K 0.18%
3,991
+389
60
$495K 0.17%
13,857
-4,863
61
$480K 0.17%
3,320
62
$470K 0.16%
6,014
63
$450K 0.16%
4,103
64
$413K 0.14%
9,563
-587
65
$407K 0.14%
7,489
66
$381K 0.13%
9,841
-190
67
$380K 0.13%
5,230
68
$379K 0.13%
10,365
-200
69
$376K 0.13%
7,040
70
$361K 0.13%
10,680
71
$360K 0.13%
7,938
72
$339K 0.12%
7,409
+28
73
$337K 0.12%
2,710
74
$327K 0.11%
3,400
75
$322K 0.11%
4,734
1 2
3
4