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
$362M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.12M
3
+$2.19M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$808K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$805K

Top Sells

1
+$8.51M
2
+$2.25M
3
+$897K
4
ABBV icon
AbbVie
ABBV
+$579K
5
TGT icon
Target
TGT
+$488K

Sector Composition

1 Financials 15.77%
2 Healthcare 7.78%
3 Consumer Staples 7.46%
4 Technology 5.48%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.3%
15,808
-7,035
52
$1.08M 0.3%
14,325
-2,489
53
$1.03M 0.29%
6,797
54
$1.02M 0.28%
13,483
55
$989K 0.27%
14,415
-230
56
$958K 0.26%
29,017
+315
57
$950K 0.26%
12,261
+4,970
58
$941K 0.26%
8,625
-255
59
$919K 0.25%
18,165
-676
60
$907K 0.25%
4,545
-1,170
61
$905K 0.25%
6,175
62
$884K 0.24%
2,695
-140
63
$876K 0.24%
12,100
+1,000
64
$873K 0.24%
9,413
-885
65
$860K 0.24%
30,480
+1,070
66
$811K 0.22%
5,075
+1,500
67
$808K 0.22%
+18,520
68
$801K 0.22%
22,040
+55
69
$799K 0.22%
7,263
70
$797K 0.22%
24,899
-715
71
$797K 0.22%
7,230
-3,515
72
$793K 0.22%
10,514
-430
73
$792K 0.22%
5,890
+70
74
$768K 0.21%
9,860
-45
75
$760K 0.21%
29,695
+845
1 2
3
4 5