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
$332M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.36M
3
+$3.68M
4
ETN icon
Eaton
ETN
+$532K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$433K

Top Sells

1
+$4.6M
2
+$4.17M
3
+$3.64M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$771K
5
VZ icon
Verizon
VZ
+$585K

Sector Composition

1 Financials 11.97%
2 Consumer Staples 8.86%
3 Healthcare 8.63%
4 Technology 5.94%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.2%
7,605
77
$655K 0.2%
13,159
-526
78
$619K 0.19%
3,450
-330
79
$614K 0.18%
5,030
-65
80
$599K 0.18%
5,914
81
$573K 0.17%
5,485
82
$562K 0.17%
4,145
83
$532K 0.16%
6,275
+430
84
$532K 0.16%
+6,605
85
$529K 0.16%
13,975
86
$526K 0.16%
9,788
87
$512K 0.15%
6,966
-805
88
$505K 0.15%
16,378
-2,045
89
$495K 0.15%
2,650
90
$493K 0.15%
5,885
-160
91
$486K 0.15%
3,745
-315
92
$486K 0.15%
7,345
+1,400
93
$484K 0.15%
4,290
-35
94
$467K 0.14%
1,803
-30
95
$467K 0.14%
19,000
-2,000
96
$466K 0.14%
3,915
-170
97
$460K 0.14%
2,290
-175
98
$455K 0.14%
2,850
99
$418K 0.13%
2,295
100
$411K 0.12%
4,485
-50,235
2 3
4
5 6