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
$294M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.29M
3
+$468K
4
CVX icon
Chevron
CVX
+$285K
5
AEP icon
American Electric Power
AEP
+$252K

Top Sells

1
+$870K
2
+$626K
3
+$250K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$157K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$105K

Sector Composition

1 Financials 17.73%
2 Consumer Staples 10.1%
3 Technology 7.47%
4 Healthcare 5.81%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.25%
13,483
52
$705K 0.24%
13,735
-357
53
$651K 0.22%
21,620
-387
54
$621K 0.21%
5,870
-144
55
$596K 0.2%
3,722
56
$539K 0.18%
3,050
57
$538K 0.18%
7,375
+500
58
$519K 0.18%
4,570
+30
59
$495K 0.17%
7,938
60
$491K 0.17%
11,080
+400
61
$485K 0.17%
9,723
-200
62
$471K 0.16%
4,103
63
$462K 0.16%
10,365
64
$453K 0.15%
8,296
-61
65
$439K 0.15%
4,725
+400
66
$438K 0.15%
7,864
67
$435K 0.15%
3,695
-200
68
$433K 0.15%
8,411
+2,656
69
$429K 0.15%
5,095
-50
70
$378K 0.13%
2,480
-50
71
$365K 0.12%
3,400
72
$364K 0.12%
3,252
73
$343K 0.12%
7,726
-1,194
74
$339K 0.12%
7,209
75
$312K 0.11%
15,550
1 2
3
4