SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+2.26%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(-4.1%)
Cap. Flow
-$15.5M
Cap. Flow
% of AUM
-5.68%
Top 10 Holdings %
Top 10 Hldgs %
64.53%
Holding
91
New
2
Increased
19
Reduced
39
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.19M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$3.65M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.49M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.91M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.6M |
Top Sells
| 1 |
Walt Disney
DIS
|
$15.4M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$5.26M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.61M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.26M |
| 5 |
Utilities Select Sector SPDR Fund
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% |
