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
$332M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.36M
3
+$3.68M
4
ETN icon
Eaton
ETN
+$532K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$433K

Top Sells

1
+$4.6M
2
+$4.17M
3
+$3.64M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$771K
5
VZ icon
Verizon
VZ
+$585K

Sector Composition

1 Financials 11.97%
2 Consumer Staples 8.86%
3 Healthcare 8.63%
4 Technology 5.94%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.31%
17,955
+6,620
52
$952K 0.29%
2,495
53
$923K 0.28%
5,515
-50
54
$918K 0.28%
63,340
-1,180
55
$892K 0.27%
10,098
-1,000
56
$892K 0.27%
36,300
57
$887K 0.27%
22,590
-4,060
58
$846K 0.25%
5,075
59
$816K 0.25%
22,335
-4,295
60
$799K 0.24%
21,535
-5,285
61
$796K 0.24%
6,425
-4,335
62
$795K 0.24%
34,105
+660
63
$792K 0.24%
6,430
-6,260
64
$791K 0.24%
18,340
-575
65
$787K 0.24%
5,000
66
$765K 0.23%
25,360
-5,455
67
$761K 0.23%
28,887
-3,600
68
$752K 0.23%
15,770
+5,420
69
$751K 0.23%
6,125
70
$729K 0.22%
8,379
-45
71
$726K 0.22%
14,532
-200
72
$725K 0.22%
16,541
-3,327
73
$716K 0.22%
3,730
-250
74
$680K 0.2%
10,458
+830
75
$667K 0.2%
3,839
1 2
3
4 5