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
$362M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.12M
3
+$2.19M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$808K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$805K

Top Sells

1
+$8.51M
2
+$2.25M
3
+$897K
4
ABBV icon
AbbVie
ABBV
+$579K
5
TGT icon
Target
TGT
+$488K

Sector Composition

1 Financials 15.77%
2 Healthcare 7.78%
3 Consumer Staples 7.46%
4 Technology 5.48%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$758K 0.21%
11,975
-100
77
$740K 0.2%
4,150
-735
78
$734K 0.2%
5,000
79
$710K 0.2%
3,869
-30
80
$666K 0.18%
5,295
-50
81
$649K 0.18%
12,845
-140
82
$638K 0.18%
4,325
83
$615K 0.17%
14,732
84
$569K 0.16%
7,548
+1,280
85
$564K 0.16%
+13,003
86
$562K 0.16%
23,500
-800
87
$554K 0.15%
7,938
88
$546K 0.15%
5,485
89
$524K 0.14%
13,975
90
$523K 0.14%
2,420
91
$512K 0.14%
4,360
-125
92
$508K 0.14%
12,880
-400
93
$488K 0.13%
2,023
-5
94
$487K 0.13%
+10,397
95
$473K 0.13%
4,325
96
$466K 0.13%
10,188
-30
97
$462K 0.13%
8,156
98
$458K 0.13%
16,200
-5,495
99
$442K 0.12%
4,407
100
$440K 0.12%
5,145
2 3
4
5 6