SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+3.87%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+2.5%)
Cap. Flow
-$2.24M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
65.66%
Holding
92
New
3
Increased
13
Reduced
40
Closed
4
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.22M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.78M |
| 4 |
Kimberly-Clark
KMB
|
$594K |
| 5 |
American Electric Power
AEP
|
$449K |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$2.78M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$2.03M |
| 3 |
iShares US Real Estate ETF
IYR
|
$1.84M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.6M |
| 5 |
MetLife
MET
|
$764K |
Sector Composition
| 1 | Financials | 18.16% |
| 2 | Consumer Staples | 9.98% |
| 3 | Technology | 7.61% |
| 4 | Healthcare | 5.47% |
| 5 | Industrials | 4.47% |
