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
$314M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.6M
3
+$2.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.74M

Top Sells

1
+$5.63M
2
+$3.17M
3
+$1.05M
4
WHR icon
Whirlpool
WHR
+$401K
5
SLB icon
SLB Ltd
SLB
+$254K

Sector Composition

1 Financials 16.86%
2 Consumer Staples 9.17%
3 Technology 8.12%
4 Communication Services 7.31%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.13%
3,674
77
$397K 0.13%
5,230
-150
78
$381K 0.12%
5,000
79
$361K 0.12%
7,040
80
$352K 0.11%
12,285
-3,000
81
$316K 0.1%
8,323
82
$313K 0.1%
2,852
-100
83
$302K 0.1%
10,410
84
$293K 0.09%
7,364
85
$273K 0.09%
9,050
-1,060
86
$263K 0.08%
15,761
87
$258K 0.08%
2,160
88
$257K 0.08%
5,340
89
$248K 0.08%
2,975
-414
90
$245K 0.08%
2,350
91
$237K 0.08%
5,274
92
$233K 0.07%
+5,447
93
$225K 0.07%
3,750
94
$225K 0.07%
27,500
95
$215K 0.07%
2,255
-525
96
$206K 0.07%
13,969
97
$202K 0.06%
21,000
98
$196K 0.06%
14,000
99
– –
-12,100
100
– –
-103,472
1 2 3
4
5