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
$295M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.06M
3
+$2.06M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$676K
5
THO icon
Thor Industries
THO
+$481K

Top Sells

1
+$3.93M
2
+$3.14M
3
+$1.85M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$914K

Sector Composition

1 Financials 18.03%
2 Consumer Staples 9.86%
3 Technology 6.99%
4 Healthcare 6.11%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.13%
3,150
-102
77
$376K 0.13%
3,400
78
$327K 0.11%
6,670
-539
79
$324K 0.11%
15,550
80
$321K 0.11%
+1,900
81
$317K 0.11%
7,375
-351
82
$295K 0.1%
2,875
83
$289K 0.1%
5,429
-400
84
$273K 0.09%
2,050
85
$271K 0.09%
5,175
86
$266K 0.09%
4,795
+500
87
$263K 0.09%
2,061
-313
88
$251K 0.09%
4,142
89
$249K 0.08%
9,310
-69,250
90
$245K 0.08%
27,500
91
$243K 0.08%
+1,000
92
$241K 0.08%
6,182
+574
93
$224K 0.08%
+1,179
94
$212K 0.07%
2,765
-95
95
$207K 0.07%
3,150
-300
96
$207K 0.07%
+3,774
97
$189K 0.06%
21,000
98
– –
-2,000
99
– –
-1,652
1 2 3
4