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
$312M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.17M
3
+$2.98M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$695K

Top Sells

1
+$8.14M
2
+$4.23M
3
+$2.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.06M

Sector Composition

1 Financials 12.77%
2 Healthcare 9.34%
3 Consumer Staples 8.66%
4 Technology 5.82%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$913K 0.29%
13,483
52
$911K 0.29%
26,630
-1,210
53
$909K 0.29%
12,100
54
$897K 0.29%
26,820
+4,300
55
$869K 0.28%
64,520
-28,855
56
$864K 0.28%
13,944
-131,380
57
$839K 0.27%
30,815
-470
58
$828K 0.27%
36,300
-127,045
59
$804K 0.26%
2,495
-65
60
$775K 0.25%
18,915
+1,447
61
$771K 0.25%
30,407
+4,055
62
$770K 0.25%
5,565
-250
63
$759K 0.24%
19,868
+1,777
64
$741K 0.24%
11,098
-290
65
$731K 0.23%
33,445
+1,866
66
$710K 0.23%
32,487
+385
67
$708K 0.23%
32,847
-1,384
68
$693K 0.22%
5,000
69
$684K 0.22%
3,980
-170
70
$677K 0.22%
6,125
-1,010
71
$665K 0.21%
5,075
72
$631K 0.2%
8,424
-555
73
$618K 0.2%
5,095
74
$611K 0.2%
3,839
75
$602K 0.19%
9,628
+275
1 2
3
4 5