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
$285M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.6M
3
+$1.46M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.39M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$447K

Top Sells

1
+$4.58M
2
+$828K
3
+$791K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K
5
EMR icon
Emerson Electric
EMR
+$382K

Sector Composition

1 Financials 14.51%
2 Consumer Staples 9.68%
3 Communication Services 8.2%
4 Technology 6.47%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.1%
4,935
-40
77
$275K 0.1%
3,252
+400
78
$271K 0.1%
4,340
79
$265K 0.09%
15,550
80
$261K 0.09%
3,075
+100
81
$260K 0.09%
2,050
82
$260K 0.09%
6,099
83
$235K 0.08%
27,500
84
$230K 0.08%
2,334
85
$209K 0.07%
13,969
86
$204K 0.07%
+1,652
87
$199K 0.07%
14,000
88
$198K 0.07%
21,000
89
$197K 0.07%
8,323
90
$91K 0.03%
13,425
-6,845
91
– –
-7,110
92
– –
-8,614
93
– –
-25,488
94
– –
-7,886
95
– –
-9,748
1 2 3
4