SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+8.81%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(+7.3%)
Cap. Flow
-$1.78M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
60.39%
Holding
100
New
7
Increased
29
Reduced
27
Closed
3
Top Buys
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$2.83M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.64M |
| 3 |
Charles Schwab
SCHW
|
$379K |
| 4 |
Union Pacific
UNP
|
$269K |
| 5 |
Lockheed Martin
LMT
|
$268K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.95M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.8M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$2.33M |
| 4 |
Newmont
NEM
|
$347K |
| 5 |
FirstEnergy
FE
|
$257K |
Sector Composition
| 1 | Consumer Staples | 12.6% |
| 2 | Healthcare | 7.9% |
| 3 | Industrials | 7.32% |
| 4 | Energy | 6.4% |
| 5 | Technology | 4.94% |
