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
$293M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$5.91M
3
+$4.91M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.52M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.47M

Top Sells

1
+$6.31M
2
+$3.44M
3
+$3.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$428K

Sector Composition

1 Financials 16.55%
2 Consumer Staples 9.1%
3 Technology 8.57%
4 Communication Services 7.52%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,439
102
– –
-69,368
1 2 3 4
5