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SBWM

Sunflower Bank Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.76M
3
+$2.32M
4
SO icon
Southern Company
SO
+$457K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$455K

Top Sells

1
+$3.77M
2
+$3.08M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.77M
5
QCOM icon
Qualcomm
QCOM
+$808K

Sector Composition

1 Healthcare 10.69%
2 Consumer Staples 10.52%
3 Technology 7.17%
4 Financials 4.2%
5 Industrials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDV icon
76
iShares International Select Dividend ETF
IDV
$8.06B
$465K 0.16%
18,523
-8,380
NSC icon
77
Norfolk Southern
NSC
$70.7B
$465K 0.16%
2,650
FDL icon
78
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.26B
$458K 0.15%
18,050
-415
KR icon
79
Kroger
KR
$34B
$457K 0.15%
13,500
JPM icon
80
JPMorgan Chase
JPM
$877B
$455K 0.15%
4,839
GE icon
81
GE Aerospace
GE
$390B
$446K 0.15%
13,101
+392
NTRS icon
82
Northern Trust
NTRS
$32.2B
$446K 0.15%
+5,625
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$125B
$436K 0.15%
12,250
-1,500
IVE icon
84
iShares S&P 500 Value ETF
IVE
$48.5B
$427K 0.14%
3,945
SO icon
85
Southern Company
SO
$108B
$426K 0.14%
+8,222
ADP icon
86
Automatic Data Processing
ADP
$89.5B
$425K 0.14%
2,850
KMB icon
87
Kimberly-Clark
KMB
$36.4B
$417K 0.14%
2,950
-1,450
AEE icon
88
Ameren
AEE
$31.3B
$416K 0.14%
5,916
-220
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$76.2B
$414K 0.14%
7,980
TIP icon
90
iShares TIPS Bond ETF
TIP
$14.8B
$413K 0.14%
3,360
PPL
91
PPL Corp
PPL
$27.3B
$398K 0.13%
+15,419
SPGI icon
92
S&P Global
SPGI
$121B
$395K 0.13%
1,200
ED icon
93
Consolidated Edison
ED
$40.8B
$388K 0.13%
5,395
-15
IWO icon
94
iShares Russell 2000 Growth ETF
IWO
$15.2B
$388K 0.13%
1,875
TDIV icon
95
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.39B
$387K 0.13%
+9,276
SYY icon
96
Sysco
SYY
$40B
$361K 0.12%
+6,606
AEP icon
97
American Electric Power
AEP
$74.4B
$357K 0.12%
4,480
-45
BAX icon
98
Baxter International
BAX
$11B
$356K 0.12%
4,142
LLY icon
99
Eli Lilly
LLY
$1.07T
$356K 0.12%
2,170
-150
CLX icon
100
Clorox
CLX
$11.5B
$351K 0.12%
1,600
2 3
4
5 6