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
$294M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.29M
3
+$468K
4
CVX icon
Chevron
CVX
+$285K
5
AEP icon
American Electric Power
AEP
+$252K

Top Sells

1
+$870K
2
+$626K
3
+$250K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$157K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$105K

Sector Composition

1 Financials 17.73%
2 Consumer Staples 10.1%
3 Technology 7.47%
4 Healthcare 5.81%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.1%
5,829
-300
77
$294K 0.1%
2,875
-100
78
$286K 0.1%
5,175
-55
79
$284K 0.1%
2,374
+313
80
$276K 0.09%
2,050
81
$270K 0.09%
3,450
+1,000
82
$266K 0.09%
8,100
83
$253K 0.09%
4,295
-150
84
$244K 0.08%
3,280
-1,250
85
$237K 0.08%
27,500
86
$218K 0.07%
+2,000
87
$217K 0.07%
1,652
88
$215K 0.07%
+4,142
89
$211K 0.07%
5,608
-1,400
90
$202K 0.07%
+2,860
91
$187K 0.06%
21,000
1 2 3
4