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
$312M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.17M
3
+$2.98M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$695K

Top Sells

1
+$8.14M
2
+$4.23M
3
+$2.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.06M

Sector Composition

1 Financials 12.77%
2 Healthcare 9.34%
3 Consumer Staples 8.66%
4 Technology 5.82%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.19%
14,732
77
$583K 0.19%
3,780
-27,438
78
$578K 0.19%
21,000
79
$577K 0.18%
5,914
80
$567K 0.18%
7,605
81
$560K 0.18%
11,335
-1,494
82
$549K 0.18%
17,062
-4,963
83
$538K 0.17%
10,350
-880
84
$529K 0.17%
18,423
-14,522
85
$527K 0.17%
4,145
-180
86
$507K 0.16%
7,771
87
$503K 0.16%
2,465
88
$501K 0.16%
5,485
89
$497K 0.16%
13,685
-3,090
90
$470K 0.15%
4,060
-200
91
$464K 0.15%
13,975
92
$461K 0.15%
4,085
93
$452K 0.14%
6,045
-2,855
94
$447K 0.14%
5,845
95
$442K 0.14%
9,788
-400
96
$437K 0.14%
4,325
97
$427K 0.14%
1,833
-105
98
$396K 0.13%
2,650
-100
99
$373K 0.12%
2,850
100
$365K 0.12%
+5,945
2 3
4
5 6