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
$314M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.6M
3
+$2.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.74M

Top Sells

1
+$5.63M
2
+$3.17M
3
+$1.05M
4
WHR icon
Whirlpool
WHR
+$401K
5
SLB icon
SLB Ltd
SLB
+$254K

Sector Composition

1 Financials 16.86%
2 Consumer Staples 9.17%
3 Technology 8.12%
4 Communication Services 7.31%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,500
102
– –
-2,750
1 2 3 4
5