SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+2.19%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$285M
AUM Growth
+$285M
(+1.8%)
Cap. Flow
-$447K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
63.41%
Holding
92
New
2
Increased
20
Reduced
34
Closed
3
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$1.89M |
| 2 |
iShares MSCI Canada ETF
EWC
|
$1.76M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$930K |
| 4 |
International Paper
IP
|
$113K |
| 5 |
Cisco
CSCO
|
$43.3K |
Top Sells
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$3.25M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$584K |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$283K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$217K |
| 5 |
Nike
NKE
|
$215K |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Consumer Staples | 10.19% |
| 3 | Communication Services | 8.04% |
| 4 | Technology | 6.46% |
| 5 | Healthcare | 5.94% |
