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
$295M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.06M
3
+$2.06M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$676K
5
THO icon
Thor Industries
THO
+$481K

Top Sells

1
+$3.93M
2
+$3.14M
3
+$1.85M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$914K

Sector Composition

1 Financials 18.03%
2 Consumer Staples 9.86%
3 Technology 6.99%
4 Healthcare 6.11%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.25%
16,516
+6,793
52
$714K 0.24%
13,735
53
$676K 0.23%
+5,000
54
$653K 0.22%
5,995
+125
55
$648K 0.22%
3,722
56
$629K 0.21%
20,482
-1,138
57
$603K 0.2%
3,050
58
$578K 0.2%
24,800
-750
59
$555K 0.19%
5,990
-42,464
60
$553K 0.19%
5,202
+632
61
$540K 0.18%
4,485
+790
62
$537K 0.18%
11,100
+20
63
$532K 0.18%
7,938
64
$521K 0.18%
10,388
+23
65
$504K 0.17%
6,875
-500
66
$481K 0.16%
+4,600
67
$480K 0.16%
+4,570
68
$465K 0.16%
4,325
-400
69
$454K 0.15%
8,296
70
$452K 0.15%
3,978
-125
71
$424K 0.14%
7,658
-206
72
$416K 0.14%
8,016
-395
73
$401K 0.14%
2,480
74
$395K 0.13%
4,805
-290
75
$393K 0.13%
6,055
-27,822
1 2
3
4