SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+2.55%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(-1.7%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-3.85%
Top 10 Holdings %
Top 10 Hldgs %
63.49%
Holding
93
New
3
Increased
12
Reduced
50
Closed
3
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$1.77M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.54M |
| 3 |
Weyerhaeuser
WY
|
$856K |
| 4 |
MetLife
MET
|
$735K |
| 5 |
PPL Corp
PPL
|
$512K |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$3.92M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.13M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.49M |
| 5 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$823K |
Sector Composition
| 1 | Financials | 15.87% |
| 2 | Consumer Staples | 10.15% |
| 3 | Communication Services | 8.18% |
| 4 | Technology | 6.63% |
| 5 | Healthcare | 5.61% |
