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
$273M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.65M
3
+$3.49M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.6M

Top Sells

1
+$15.4M
2
+$5.26M
3
+$3.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.26M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.88M

Sector Composition

1 Financials 16.54%
2 Consumer Staples 10.62%
3 Technology 7.9%
4 Healthcare 5.92%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.3%
27,950
+50
52
$765K 0.28%
16,840
-238
53
$698K 0.26%
23,595
-820
54
$650K 0.24%
13,287
-38,474
55
$644K 0.24%
13,483
56
$594K 0.22%
7,405
-105
57
$586K 0.21%
6,014
58
$571K 0.21%
6,140
-165,492
59
$552K 0.2%
3,746
-36
60
$536K 0.2%
4,346
-579
61
$478K 0.17%
4,103
62
$447K 0.16%
10,680
63
$446K 0.16%
9,077
-1
64
$441K 0.16%
10,153
-290
65
$438K 0.16%
6,875
66
$407K 0.15%
10,365
67
$402K 0.15%
3,050
68
$402K 0.15%
9,595
-1
69
$384K 0.14%
4,325
70
$381K 0.14%
5,290
-567
71
$379K 0.14%
8,564
+420
72
$372K 0.14%
3,400
73
$359K 0.13%
5,230
-90
74
$351K 0.13%
7,938
75
$344K 0.13%
2,530
-90
1 2
3
4