SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+0.82%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.52%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$51M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$15.2M |
| 3 |
Procter & Gamble
PG
|
$13.2M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$8.63M |
| 5 |
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% |
