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
$355M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.15M
3
+$225K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$210K

Top Sells

1
+$6.31M
2
+$3.93M
3
+$3.42M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.34M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$831K

Sector Composition

1 Financials 11.88%
2 Healthcare 8.65%
3 Consumer Staples 7.58%
4 Technology 6.66%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.29%
32,102
52
$1.03M 0.29%
27,840
-1,100
53
$995K 0.28%
21,695
54
$952K 0.27%
2,560
-135
55
$947K 0.27%
5,815
-50
56
$933K 0.26%
24,400
-2,615
57
$932K 0.26%
31,285
58
$929K 0.26%
11,388
-480
59
$907K 0.26%
16,775
-1,256
60
$889K 0.25%
6,148
-27
61
$878K 0.25%
17,468
-275
62
$868K 0.24%
34,231
-3,197
63
$860K 0.24%
4,150
64
$853K 0.24%
45,460
-182,175
65
$842K 0.24%
18,091
-349
66
$838K 0.24%
11,060
67
$835K 0.24%
5,075
68
$809K 0.23%
5,000
69
$798K 0.22%
7,135
-1,070
70
$792K 0.22%
31,579
71
$774K 0.22%
12,829
72
$758K 0.21%
22,520
73
$732K 0.21%
26,473
-1,580
74
$722K 0.2%
9,353
-800
75
$718K 0.2%
8,979
-115
1 2
3
4 5