SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+2.49%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-0.17%)
Cap. Flow
-$4.16M
Cap. Flow
% of AUM
-2.25%
Top 10 Holdings %
Top 10 Hldgs %
60.58%
Holding
97
New
6
Increased
28
Reduced
36
Closed
4
Top Buys
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$2.66M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$2.43M |
| 3 |
Newmont
NEM
|
$460K |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$456K |
| 5 |
TEGNA Inc
TGNA
|
$324K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.61M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.45M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.87M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.86M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$1.8M |
Sector Composition
| 1 | Consumer Staples | 12.36% |
| 2 | Healthcare | 7.74% |
| 3 | Industrials | 6.57% |
| 4 | Energy | 6.34% |
| 5 | Technology | 4.49% |
