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
$371M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.4M
3
+$8.84M
4
PGX icon
Invesco Preferred ETF
PGX
+$5.53M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$5.24M

Top Sells

1
+$8.38M
2
+$1.05M
3
+$893K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$696K
5
GILD icon
Gilead Sciences
GILD
+$278K

Sector Composition

1 Financials 15.68%
2 Consumer Staples 8.3%
3 Healthcare 7.83%
4 Technology 5.57%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.31%
+5,715
52
$1.08M 0.29%
14,645
-375
53
$1.06M 0.29%
8,880
-340
54
$1.04M 0.28%
+6,797
55
$1.03M 0.28%
18,841
+882
56
$977K 0.26%
13,483
57
$970K 0.26%
28,702
+1,610
58
$946K 0.25%
10,298
+305
59
$936K 0.25%
+25,614
60
$926K 0.25%
4,885
-390
61
$905K 0.24%
6,175
-39
62
$901K 0.24%
+21,985
63
$887K 0.24%
10,944
-99
64
$885K 0.24%
+29,410
65
$841K 0.23%
9,905
-1,560
66
$836K 0.23%
2,835
-130
67
$781K 0.21%
5,820
-150
68
$776K 0.21%
7,263
69
$768K 0.21%
3,899
+207
70
$760K 0.2%
+28,850
71
$743K 0.2%
5,000
72
$740K 0.2%
12,075
-1,265
73
$684K 0.18%
12,985
-750
74
$681K 0.18%
4,325
75
$671K 0.18%
21,695
-5,150
1 2
3
4 5