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
$273M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.65M
3
+$3.49M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.6M

Top Sells

1
+$15.4M
2
+$5.26M
3
+$3.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.26M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.88M

Sector Composition

1 Financials 16.54%
2 Consumer Staples 10.62%
3 Technology 7.9%
4 Healthcare 5.92%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.12%
6,629
77
$322K 0.12%
4,022
-40,684
78
$316K 0.12%
3,252
79
$309K 0.11%
4,835
-85
80
$293K 0.11%
15,550
81
$262K 0.1%
2,975
82
$257K 0.09%
2,050
83
$257K 0.09%
27,500
84
$247K 0.09%
5,755
85
$232K 0.08%
7,008
86
$230K 0.08%
2,072
87
$224K 0.08%
1,652
88
$203K 0.07%
8,323
89
$202K 0.07%
21,000
90
– –
-65,475
91
– –
-13,969
1 2 3
4