SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+5.49%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$371M
AUM Growth
+$371M
(+34%)
Cap. Flow
+$78.8M
Cap. Flow
% of AUM
21.23%
Top 10 Holdings %
Top 10 Hldgs %
58.42%
Holding
137
New
44
Increased
21
Reduced
51
Closed
1
Top Buys
| 1 |
AbbVie
ABBV
|
$12.8M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$10.4M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$8.84M |
| 4 |
Invesco Preferred ETF
PGX
|
$5.53M |
| 5 |
Invesco Variable Rate Preferred ETF
VRP
|
$5.24M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$8.38M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$1.05M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$893K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$696K |
| 5 |
Gilead Sciences
GILD
|
$278K |
Sector Composition
| 1 | Financials | 15.68% |
| 2 | Consumer Staples | 8.3% |
| 3 | Healthcare | 7.83% |
| 4 | Technology | 5.57% |
| 5 | Industrials | 2.79% |
