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
$371M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.4M
3
+$8.84M
4
PGX icon
Invesco Preferred ETF
PGX
+$5.53M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$5.24M

Top Sells

1
+$8.38M
2
+$1.05M
3
+$893K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$696K
5
GILD icon
Gilead Sciences
GILD
+$278K

Sector Composition

1 Financials 15.68%
2 Consumer Staples 8.3%
3 Healthcare 7.83%
4 Technology 5.57%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$667K 0.18%
24,300
77
$661K 0.18%
+5,345
78
$649K 0.17%
11,100
79
$631K 0.17%
+3,575
80
$630K 0.17%
+14,732
81
$614K 0.17%
+7,291
82
$563K 0.15%
+13,280
83
$554K 0.15%
5,485
84
$545K 0.15%
4,485
85
$530K 0.14%
+13,975
86
$502K 0.14%
+2,028
87
$494K 0.13%
4,325
-245
88
$483K 0.13%
10,218
-170
89
$481K 0.13%
8,156
-100
90
$477K 0.13%
7,938
91
$474K 0.13%
4,407
+500
92
$456K 0.12%
3,150
93
$455K 0.12%
2,420
-60
94
$453K 0.12%
8,456
+440
95
$449K 0.12%
6,268
-3,885
96
$449K 0.12%
+5,145
97
$405K 0.11%
3,400
98
$375K 0.1%
4,435
-180
99
$374K 0.1%
7,260
-100
100
$363K 0.1%
15,550
2 3
4
5 6