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
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$15.2M
3
+$13.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.63M
5
XOM icon
Exxon Mobil
XOM
+$6.06M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.66%
2 Healthcare 7.29%
3 Energy 6.42%
4 Industrials 5.79%
5 Technology 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.13%
+18,896
77
$237K 0.13%
+27,500
78
$235K 0.13%
+5,300
79
$224K 0.12%
+2,300
80
$215K 0.12%
+2,962
81
$213K 0.12%
+8,135
82
$212K 0.11%
+2,485
83
$210K 0.11%
+2,780
84
$202K 0.11%
+4,660
85
$201K 0.11%
+13,969
86
$200K 0.11%
+3,131
87
$199K 0.11%
+5,224
88
$196K 0.11%
+21,000
89
$189K 0.1%
+14,000
90
$174K 0.09%
+9,270
91
$152K 0.08%
+12,100
1 2 3
4