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
$355M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.15M
3
+$225K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$210K

Top Sells

1
+$6.31M
2
+$3.93M
3
+$3.42M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.34M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$831K

Sector Composition

1 Financials 11.88%
2 Healthcare 8.65%
3 Consumer Staples 7.58%
4 Technology 6.66%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$697K 0.2%
11,230
-615
77
$686K 0.19%
22,025
-772
78
$679K 0.19%
26,352
79
$676K 0.19%
3,839
-30
80
$667K 0.19%
5,914
-1,220
81
$660K 0.19%
4,325
82
$633K 0.18%
14,732
83
$631K 0.18%
8,900
84
$614K 0.17%
7,605
85
$611K 0.17%
21,000
-1,340
86
$587K 0.17%
10,991
87
$586K 0.17%
5,485
88
$575K 0.16%
5,095
-200
89
$569K 0.16%
12,840
+4,740
90
$563K 0.16%
13,975
91
$528K 0.15%
2,465
-25
92
$525K 0.15%
10,188
93
$521K 0.15%
9,905
94
$512K 0.14%
1,938
-85
95
$501K 0.14%
4,325
96
$496K 0.14%
2,750
97
$491K 0.14%
7,771
98
$474K 0.13%
2,295
-125
99
$470K 0.13%
4,085
100
$469K 0.13%
11,335
2 3
4
5 6