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
$246M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.94M
3
+$3.65M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$3.44M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.74M

Top Sells

1
+$3.19M
2
+$2.89M
3
+$1.12M
4
BMY icon
Bristol-Myers Squibb
BMY
+$490K
5
XOM icon
Exxon Mobil
XOM
+$415K

Sector Composition

1 Consumer Staples 10.53%
2 Technology 10.03%
3 Communication Services 8.75%
4 Healthcare 6.71%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,547
102
– –
-19,506
103
– –
-24,528
1 2 3 4
5