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
$293M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$5.91M
3
+$4.91M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.52M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.47M

Top Sells

1
+$6.31M
2
+$3.44M
3
+$3.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$428K

Sector Composition

1 Financials 16.55%
2 Consumer Staples 9.1%
3 Technology 8.57%
4 Communication Services 7.52%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.11%
7,040
+100
77
$329K 0.11%
2,952
78
$322K 0.11%
8,323
79
$297K 0.1%
10,110
-4,050
80
$297K 0.1%
5,000
81
$296K 0.1%
5,716
+330
82
$287K 0.1%
7,364
83
$280K 0.1%
10,410
-1,500
84
$254K 0.09%
2,500
85
$247K 0.08%
3,389
-142
86
$247K 0.08%
2,780
87
$245K 0.08%
15,761
-1,663
88
$238K 0.08%
+5,340
89
$236K 0.08%
2,160
-35
90
$236K 0.08%
+3,750
91
$230K 0.08%
27,500
92
$226K 0.08%
+2,350
93
$221K 0.08%
5,274
+155
94
$204K 0.07%
2,681
-80
95
$203K 0.07%
13,969
96
$192K 0.07%
14,000
97
$191K 0.07%
21,000
98
$154K 0.05%
12,100
99
– –
-10,740
100
– –
-149,180
1 2 3
4
5