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
$246M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.94M
3
+$3.65M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$3.44M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.74M

Top Sells

1
+$3.19M
2
+$2.89M
3
+$1.12M
4
BMY icon
Bristol-Myers Squibb
BMY
+$490K
5
XOM icon
Exxon Mobil
XOM
+$415K

Sector Composition

1 Consumer Staples 10.53%
2 Technology 10.03%
3 Communication Services 8.75%
4 Healthcare 6.71%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.15%
5,000
77
$320K 0.13%
11,910
+3,254
78
$312K 0.13%
5,380
+1,400
79
$310K 0.13%
6,940
80
$304K 0.12%
2,952
81
$298K 0.12%
8,323
82
$295K 0.12%
2,500
+350
83
$289K 0.12%
7,364
-5,523
84
$286K 0.12%
17,424
-10,750
85
$283K 0.12%
5,386
-145
86
$261K 0.11%
2,195
87
$248K 0.1%
10,740
+128
88
$246K 0.1%
3,531
+456
89
$246K 0.1%
2,780
90
$232K 0.09%
27,500
91
$228K 0.09%
2,761
-95
92
$222K 0.09%
5,119
-400
93
$216K 0.09%
+4,439
94
$205K 0.08%
13,969
95
$196K 0.08%
21,000
96
$192K 0.08%
14,000
97
$159K 0.06%
12,100
98
– –
-9,576
99
– –
-6,972
100
– –
-1,715
1 2 3
4
5